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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-11-12 |
| CT | RA | APPROVED | 2018-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Corporate Services, Inc | Greenwich | CT | 01/1986 | Present |
| Cambridge Financial Services, Inc. | Greenwich | CT | 12/1986 | Present |
| Cambridge Fiduciary Services, Inc. | Greenwich | CT | 01/2009 | Present |
| Cambridge Benefit Planners Inc. | Greenwich | CT | 02/1987 | Present |
| Elk Enterprises Holdings, Inc. | Greenwich | CT | 10/1998 | Present |
| Elk Enterprises Lp | Greenwich | CT | 10/1998 | Present |
| 31 Lewis Road Llc | New York | NY | 05/1970 | Present |
| Liebre & Kob Industries Llc | New York | NY | 05/1970 | Present |
| Captrust Financial Advisors | Raleigh | NC | 08/2013 | Present |
1. Liebre & Kob, Industries, LLC Family inherited Real Estate property at 232 East 58 Street, New York, NY 10022 since 1972. 2. Cambridge Benefits Planners, Inc.; not investment related; 83 Mason St, Greenwich CT; Admin services; started 1/1/87; 0 hours during trading; maintenance of retiree records 3. Cambridge Fiduciary Services, Inc.; investment related; part owner; 83 Mason St, Greenwich CT; started 12/4/2008; 0 hours monthly; annual corp filings only 4. Elk Enterprise Limited Partnership; not investment related; 83 Mason St, Greenwich CT; Rental property; started 10/29/98; 2 hours per month; 2 hours during trading; managing 2 properties. 5. Elk Enterprise Holdings, LLC; not investment related; 83 Mason St, Greenwich CT; Holding Company for EELP; Started 10/29/98; ) hours monthly; GP to Elk Enterprise Limited Partnership
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-20 |
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