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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-04-27 |
Branch Locations
701 Carlson Parkway Suite 420, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quantitative Advantage, Llc | Minnetonka | MN | 01/2015 | 04/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 04/2023 | Present |
1) Financial Literacy Coalition of MN; Investment-Related: No; None; Professional Organization ; Board Member ; Start;2-1-23 ; Hours/Month:2 ; Hours during Market Hours:1 ; Duties: Represent other CFAs 2) CFA Society of Minnesota; Investment-Related: No; 121 S 8th st, Minneapolis, MN; Professional Organization ; Board Member ; Start;9-1-15 ; Hours/Month: 10; Hours during Market Hours:4 ; Duties: committee chair 3) CAIA Minnesota; Investment-Related: No; None; Professional Organization ; Board Member ; Start; 10-1-19; Hours/Month:4 ; Hours during Market Hours:1 ; Duties: attend meetings, organize events 4) MN Financial Empowerment Initiative; Investment-Related: No; None; Financial Education ; Board Member ; Start;6-1-22 ; Hours/Month: 6; Hours during Market Hours:2 ; Duties: Board duties
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