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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-11-01 |
Branch Locations
1625 N. Waterfront Pkwy., Ste 150, Wichita, KS 67206 • United States
1 Compound Drive, Hutchinson, KS 67502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 08/2022 | Present |
| Us Army | Fort Riley | KS | 06/2015 | 07/2018 |
| Us Army | Fort Benning | GA | 07/2018 | 05/2019 |
| Us Army | Fort Hood | TX | 05/2019 | 08/2022 |
1) Name: Young Men's Christian Association Of Wichita, Kansas. Address: 716 E 13th Ave, Hutchinson, KS 67501. Not Investment Related. Nature: Foundation/Charitable Institution. Position/Title: Advisory Board Member. Start: 02/01/2023. Hours/Month: 4. Hours during Market Hours: 0. Duties: Serve as Advisory Board Member for the Hutchinson Branch of the Wichita Metro YMCA system 2) Name: Cosmosphere, Inc., Address: 1100 N Plum St, Hutchinson, KS 67501, Not Investment Related, Nature: Private Company, Position/Title: Advisory Board Member, Start: 02/01/2023, Hours/Month: 6, Hours during Market, Hours: 2, Duties: Serve as a board member for the Cosmosphere
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-01 |
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