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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-21 |
Branch Locations
6465 Greenwood Plaza Blvd Suite 350, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 02/2024 | Present |
| Volaris Group | Pittsburgh | PA | 07/2023 | 01/2024 |
| Newbauer Maniet Financial Services | Pittsburgh | PA | 05/2022 | 07/2023 |
| The North Face | Grove City | PA | 08/2021 | 03/2023 |
| Vans | Pittsburgh | PA | 10/2019 | 08/2021 |
| Tss Photography | Pittsburgh | PA | 09/2018 | 06/2020 |
| Bjs Yellow Creek Inn | Mercer | PA | 07/2018 | 10/2019 |
| Mt. Lebanon School District | Pittsburgh | PA | 08/2008 | 06/2020 |
| Slippery Rock University | Slippery Rock | PA | 08/2020 | 12/2023 |
Frysvintage - Hobby Business, Not investment related, private resident, Resell Owner, July 2020, 80-100 hours, I buy, sell, trade, and repair old vintage clothes as well as run my Instagram @frysvintage
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-12 |
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