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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-04 |
| NC | RA | APPROVED | 2015-04-22 |
Branch Locations
4201 Congress St. Ste 160, Charlotte, NC 28209 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Securities Llc | Raleigh | NC | 10/2009 | Present |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 10/2009 | Present |
BLAIR/JONES INVESTMENT GROUP,LLC-800 HEMPSTEAD PLACE CHARLOTTE, NC 28207, VEHICLE FOR PRIVATE INVESTMENTS, MANAGING MEMBER/PARTNER, BEGAN 1998, LESS THAN 1 HR/MONTH, NOT DURING TRADING HOURS, REVIEW PERFORMANCE, FILE TAX RETURNS, READ QUARTERLY STATEMENTS. NON-CLIENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1981-11-19 |
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