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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-20 |
Branch Locations
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2021 | Present |
| Pnc | Raleigh | NC | 08/2009 | 12/2021 |
Name: Kirk of Kildaire, Presbyterian Address: 200 High Meadow Dr Cary, NC 27511 Not Investment Related Nature: Religious Institution Position/Title: Member of Session (i.e. governing body) Start: 04/01/2025 Hours/Month: 5 Hours during Market Hours: 0 Duties: volunteer
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-10-05 |
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