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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-18 |
| TX | RA | APPROVED | 2025-03-05 |
Branch Locations
5605 Carnegie Boulevard - Suite 400, Charlotte, NC 28209 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Carolinas Investment Consulting Llc | Charlotte | NC | 07/2000 | 09/2025 |
| Carolinas Wealth Consulting Llc | Charlotte | NC | 05/2019 | 02/2025 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 01/2025 | Present |
| Capfinancial Securities, Llc. | Raleigh | NC | 10/2025 | Present |
1. Opera Carolina, 1600 Elizabeth Ave, Charlotte NC 28204, Non-investment related, produces opera performances and education programs. Serves on the Endowment Board of Directors. No Compensation. About 1 hr/month. 2. TRAIL OF HISTORY, BOARD MEMBER, NON-PROFIT, CIVIC ORGANIZATION. NON-INVESTMENT RELATED. 1HR/QUARTER. 3. TRUSTEE FOR FAMILY TRUST: EMMANUEL GITLIN 2ND AMENDED & RESTATED REV TRUST. SINCE 2017. 4. TRUSTEE FOR FAMILY TRUST: ROBERT & PAM EDMISTON CHILDREN'S TRUST FBO SAMUEL. SINCE 2001. 5. TRUSTEE FOR FAMILY TRUST: ORTON FAMILY TRUST U/A DTD 06/04/98. SINCE 1998. 6. TRUSTEE FOR CLOSE FRIEND TRUST: LAWRENCE SODERSTROM IRREVOCABLE TRUST. SINCE 2011. 7. TRUSTEE FOR CLOSE FRIEND TRUST: JOSEPHINE I. GILMORE IRREVOCABLE TRUST. SINCE 2000.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1982-02-26 |
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