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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-02 |
Branch Locations
4010 W. Boy Scout Blvd. Suite 725, Tampa, FL 33607 • United States
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2017 | 10/2022 |
| University Of Georgia | Athens | GA | 08/2013 | 05/2017 |
| Suncoast Equity Management, Llc | Tampa | FL | 11/2022 | 01/2026 |
| Wake Forest University | Winston-Salem | NC | 08/2020 | 08/2022 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-20 |
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