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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
Branch Locations
5314 Maryland Way, Ste. 300, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilson Bank And Trust | Mt Juliet | TN | 05/2012 | 12/2017 |
| Raymond James Financial Services, Inc | Mt Juliet | TN | 03/2018 | 02/2022 |
| Tennessee Tech University | Cookeville | TN | 08/2015 | 12/2017 |
| Raymond James Financial Services Advisors, Inc. | Mount Juliet | TN | 09/2021 | 02/2022 |
| Trustcore Financial Services, Llc | Brentwood | TN | 02/2022 | 12/2022 |
| Trustcore Insurance Agency, Llc | Brentwood | TN | 02/2022 | 12/2022 |
| Capfinancial Partners Llc (Captrust | Brentwood | TN | 12/2022 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-23 |
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