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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-12-19 |
Branch Locations
3100 Village Point Ste 200, Chesterton, IN 46304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| General Insurance Services, Inc | Laporte | IN | 01/2015 | 12/2023 |
| Equity Services Inc | Montpelier | VT | 01/2017 | 12/2023 |
| National Life Group | Laporte | IN | 02/2017 | 12/2023 |
| Capfinancial Securities Llc | Raleigh | NC | 12/2023 | Present |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2023 | Present |
1) Robert BD Hartman Testamentary Trust, Non-Investment related, 830 College Ave, Culver IN, Started DEC 2019. Foundation to support Culver history museum, Banking relationship trustee. Write checks to Culver Academics, Report account balances to trustee group, NOT DURING TRADE HRS 2) Name: Lake Maxinkuckee Environmental Fund, Address: 116 N Main St, Culver, IN 46511, Investment Related, Nature: endowment fund for the preservation of an ecologically healthy Lake Maxinkuckee, Position/Title: Member, Board of Directors, Start: 12/01/2021, Hours/Month: 1, Hours during Market Hours: 1, Duties: serve on investment committee 3) ST Mary of the Lake (Parish), Non-Investment related, 124 College Avenue, Culver IN 46511, started 12/01/2021, NOT DURING TRD/HRS, ONGOING, COUNTER, WORK WITH DONATIONS, 0%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-12 |
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