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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-15 |
Branch Locations
80 W. Lancaster Ave Suite 230, Devon, PA 19333 • United States
80 W. Lancaster Ave. Suite 230, Devon, PA 19333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-30 |
Branch Locations
80 W. Lancaster Ave. Suite 230, Devon, PA 19333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veritable, Lp | Newtown Square | PA | 06/2013 | 06/2023 |
| Stillwater Capital Advisors, Llc | Devon | PA | 06/2023 | 04/2026 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 04/2026 | Present |
1. Radnor Hunt - Social Club 501(c)(7) - 826 Providence Road Malvern, PA 19355, started 05/25/2021, Investment Related, Treasurer, Board of Directors, 20 hours per month, 4 during market hours Treasurer, Board Member since 5/25/2021. Non investment related. 10 hours devoted each month during non business hours Treasurer functions overseeing statement of financial position. Review surplus and deficit numbers as well as employee pay. Reports to the board monthly. 2. Pennsylvania Society of the Sons of the Revolution, 2055 Waynesborough Road Paoli, PA 19301, Not Investment Related, start 4/16/2025, Board of Directors, 3 hrs per month, 0 during market hours, volunteer 3. Thompsons Landscaping, Inc. - Landscaping business - 1091 Edgewood Chase Drive Glen Mills, PA 19342 Employee since 4/28/2010. Non investment related. 2 hours devoted each month during non business hours. Back office functions namely running sales tax numbers monthly and strategic business decisions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-27 |
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