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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-04-22 |
| TX | RA | APPROVED | 2020-04-22 |
Branch Locations
1055 East Colorado Boulevard Suite 200, Pasadena, CA 91106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Watermark Asset Management | San Ramon | CA | 12/2014 | 07/2018 |
| Illumination Wealth Management | San Diego | CA | 07/2018 | 03/2020 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 03/2020 | Present |
1) Neighborhood Music School; not investment related; 25 S. 1st street, Arcadia, CA; Start 1/1/23; 5 hrs per month; 0 during trading; board member 2) Name: Boys & Girls Club of Burbank; Investment-Related: No Address: 300 E Angelino, Burbank, CA; Nature: non-profit; Position/Title: Board Member; Start: 3/18/2024; Hours/Month: 4; Hours during Market Hours: 0; Duties: committee and board meeting attendance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-13 |
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