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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-13 |
| NC | RA | APPROVED | 2020-10-27 |
| VA | RA | APPROVED | 2020-10-27 |
Branch Locations
8816 Six Forks Road Suite 301, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Raleigh | NC | 11/2015 | 11/2017 |
| Unemployed | Virginia Beach | VA | 11/2017 | 01/2018 |
| Bbtis | Charlotte | NC | 01/2018 | 01/2020 |
| Bbtsec | Richmond | VA | 01/2018 | 01/2020 |
| Bb&T Bank | Virginia Beach | VA | 01/2018 | 01/2019 |
| Bb&T | Norfolk | VA | 01/2019 | 01/2020 |
| Commonwealth Financial Network | Waltham | MA | 01/2020 | 08/2020 |
| Lifetime Asset Management, Llc | Raleigh | NC | 01/2020 | Present |
| Osaic Wealth, Inc. | Raleigh | NC | 10/2020 | Present |
1. CAPITOL FINANCIAL SOLUTIONS POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/27/2020 ADDRESS: 8816 Six Forks Rd. Ste. 301, Raleigh NC 27615, United States DESCRIPTION: Capitol Financial Solutions is the name I use to conduct and market my business 2. MATTHEW HALL POSITION: Financial Planner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2021 ADDRESS: 8816 Six Forks Rd., Ste. 301, Raleigh NC 27615, United States DESCRIPTION: Fixed Insurance Brokerage
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-23 |
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