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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-04 |
Branch Locations
1640 Corporate Woods Circle, Uniontown, OH 44685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 01/2024 | Present |
| The University Of Akron | Akron | OH | 01/2017 | 12/2020 |
| Bj's Wholesale Club | North Canton | OH | 01/2021 | 06/2021 |
| Charles Schwab | Richfield | OH | 07/2021 | 12/2023 |
| Student | Canal Fulton | OH | 01/2015 | 12/2016 |
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