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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-12-10 |
Branch Locations
255 State Street 6Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Financial Management, Inc. | Boston | MA | 03/2003 | 11/2024 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 11/2024 | Present |
Name: Educational Foundation For Rockport; Investment-Related: No; Address: PO Box 836, Rockport, MA; Nature: Educational Endowment; Position/Title: Executive Committee Member; Start: 6/30/2018; Hours/Month: 4; Hours during Market Hours: 0; Duties: Manage endowment funds
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-29 |
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