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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-11-23 |
Branch Locations
4201 Congress Street Suite 160, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 10/2021 | Present |
| Bank Of America | Charlotte | NC | 05/2015 | 10/2021 |
Campaign to elect Marjorie Molina, not inverstment related; 7209 WT Harris Ste J #305, Charlotte, NC; election campaign; Started 1/1/22; 4 hour per month, 4 during trading hours; Treasurer for campaign.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-23 |
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