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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-24 |
Branch Locations
5605 Carnegie Boulevard - Suite 400, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carolinas Investment Consulting Llc | Charlotte | NC | 07/2014 | 02/2018 |
| Personal Home Care Of Carolinas | Charlotte | NC | 10/2013 | 02/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 03/2018 | 05/2019 |
| Bofa Securities, Inc. | Charlotte | NC | 05/2019 | 06/2019 |
| Carolinas Wealth Consulting Llc | Charlotte | NC | 06/2019 | 02/2025 |
| Carolinas Investment Consulting Llc | Charlotte | NC | 06/2019 | 06/2025 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 01/2025 | Present |
| Capfinancial Securities, Llc. | Raleigh | NC | 06/2025 | Present |
1. Zendrive LLC, Non-Investment related, Address: private residence, Nature of business: Transportation, Title: Clerical Administrator started 7/16/2021, 40 hours/month, 20 hours/month during securities trading hours, Perform accounting clerical duties. Invoices/Payments/Payroll.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-12 |
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