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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-04-29 |
| PA | RA | APPROVED | 2019-04-29 |
| TX | RA | APPROVED | 2019-04-29 |
Branch Locations
60 W Broad Street Suite 300, Bethlehem, PA 18018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcqueen, Ball & Associates, Inc. | Allentown | PA | 07/1981 | 09/2019 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 04/2019 | Present |
1. Trustee for a family trust; investment related; started 1/25/24; 5 hrs monthly, all during trading; oversee CAPTRUST mgt, pay bills. 2. Name: Estate of Janet Clinton Investment-Related: No Address: 60 W Broad Street, Bethlehem, PA Nature: Estate Position/Title: Executor Start: 11.8.2023 Hours/Month: 25 Hours during Market Hours: 5 Duties: completing probate, distributing assets
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-03-27 |
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