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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-12-22 |
Branch Locations
5314 Maryland Way, Ste. 300, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustcore Investments, Inc. | Brentwood | TN | 02/1985 | 12/2022 |
| Trustcore Financial, Inc. | Brentwood | TN | 03/1987 | 12/2022 |
| Trustcore Insurance Agency, Inc. | Brentwood | TN | 03/1987 | 12/2022 |
| Trustcore Financial Services, Inc. | Brentwood | TN | 03/1987 | 12/2022 |
| Trustcore Investments, Inc. | Brentwood | TN | 03/1987 | 12/2020 |
| Capfinancial Securities Llc | Raleigh | NC | 12/2022 | Present |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2022 | Present |
1) TrustCore, LLC, 719 Boscobel, Nashville, TN; Investment Related - No; Registered Agent; 10/01/2023; 1 hr/month; 0 during trading hours; maintenance for books & records of previously closed firm.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-03-22 |
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