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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-13 |
| NC | RA | APPROVED | 2018-08-30 |
Branch Locations
628 Green Valley Road, Suite 206, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morton Wealth Management Llc | Greensboro | NC | 10/1995 | Present |
| Captrust Financial Advisors | Raleigh | NC | 08/2018 | Present |
1) Sitzmark HOA; Investment-Related: No; PO Box 2641, Durango, CO; HOA Board ; Treasurer ; Start;12/1/2020 ; Hours/Month:2 ; Hours during Market Hours: 1; Duties: Treasurer 2) Mariner's Landing HOA; Investment-Related: No; Private residence; HOA Board ; Board member ; Start;7/1/2014 ; Hours/Month:1 ; Hours during Market Hours: 0; Duties: meetings
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-02-20 |
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