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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-15 |
| MN | RA | APPROVED | 2017-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windsor Financial Group | Minneapolis | MN | 03/1997 | 09/2017 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 02/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-21 |
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