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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-06 |
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 | 03/2026 |
| University Of Akron | Akron | OH | 01/2021 | 12/2023 |
| Kent State University | Kent | OH | 08/2019 | 12/2020 |
| Green High School | Green | OH | 01/2015 | 06/2019 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 03/2026 | Present |
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