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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-01-24 |
Branch Locations
7812 Mcewen Road, Suite 400, Dayton, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 10/2021 | Present |
| Pnc Bank | Cincinnati | OH | 08/2019 | 10/2021 |
| Pnc Bank | Cincinnati | OH | 06/2017 | 08/2019 |
| Pnc Bank | Pittsburgh | PA | 08/2016 | 06/2017 |
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