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100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-04-08 |
Branch Locations
100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Investment Companies | Raleigh | NC | 05/2017 | 05/2019 |
| Wake Forest University | Winston-Salem | NC | 08/2013 | 05/2017 |
| Capital Investment Group, Inc. | Raleigh | NC | 10/2017 | 05/2019 |
| Capital Investment Advisory Services, Llc | Raleigh | NC | 10/2017 | 05/2019 |
| Capital Investment Group, Inc | Raleigh | NC | 04/2021 | Present |
| Capital Investment Advisory Services, Llc | Raleigh | NC | 04/2021 | Present |
| Liberty Senior Living | Wilmington | NC | 05/2019 | Present |
1. LIBERTY SENIOR LIVING. FINANCIAL ANALYST-VENTURES & ACQUISITIONS. 2334 S 41ST, WILMINGTON, NC 28403. ROLE IS TO BUILD PRO-FORMA & FINANCIAL MODELS, ASSESSING INVESTMENT OPPORTUNITY, ENGAGING BANKS IN INTEREST RATE HEDGING STRATEGIES. INVESTMENT RELATED. STARTED 5/2019. APPROX 60 HRS/WK, ALL DURING NORMAL TRADING HOURS. 2. M.C. WEST CONSULTING, LLC. MANAGER. 12801 RAVEN RIDGE RD., RALEIGH, NC 27614. STARTED 3/2025. CONSULTING ON FINANCE AND REAL ESTATE PROJECTS. 40 HRS/WEEK, 30 DURING NORMAL TRADING HRS. NOT INVESTMENT RELATED. 3. CRAIG WEST RENTALS, LLC. DIRECTOR. 12801 RAVEN RIDGE RD., RALEIGH, NC 27614. STARTED 3/2025. BUSINESS DEVELOPMENT AND FINANCIAL CONSULTING FOR PORTFOLIO OF RENTAL REAL ESTATE AND MANAGEMENT OF LONG TERM LEASES. 40 HRS/WEEK, 40 DURING NORMAL TRADING HRS. ACTIVITY IS INVESTMENT RELATED. 4. CHATHAM FINANCIAL CORPORATION. VICE PRESIDENT. 1001 MOREHEAD SQUARE DR, STE 400, CHARLOTTE, NC 28203. STARTED 7/2025. ROLE INCLUDES WORKING WITH CLIENTS TO PROVIDE AN INDEPENDENT VALUATION OF REAL ESTATE PORTFOLIOS. ACTIVITY IS INVESTMENT RELATED. 40 HRS/WK, 40 DURING NORMAL TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-17 |
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