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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-18 |
Branch Locations
4372 N. Loop 1604W, Suite 116, San Antonio, TX 78249 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | San Antonio | TX | 08/2006 | 11/2016 |
| Covenant | San Antonio | TX | 01/2021 | 09/2021 |
| One Advocate Group | San Antonio | TX | 08/2015 | 09/2021 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 09/2021 | Present |
1. Grand Purpose Advocate, address: private residence, Owner, Consulting, Since 1/01/1995. 2) Kinetic Kids; Investment-Related: No; San Antonio, TX; Sports ; President, Board of Directors ; Start: 3/1/22 ; Hours/Month: 8; Hours during Market Hours: 4; Duties: Board Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-16 |
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