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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-13 |
Branch Locations
9100 Keystone Crossing Suite 700, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valeo Financial | Carmel | IN | 04/2021 | 11/2024 |
| Column Capital | Indianapolis | IN | 05/2020 | 08/2020 |
| Purdue University | West Lafayette | IN | 08/2017 | 05/2021 |
| Cathedral Hs | Indianapolis | IN | 08/2013 | 05/2017 |
| Synovia Solutions | Indianpolis | IN | 06/2017 | 08/2017 |
| Synovia Solutions | Indianapolis | IN | 05/2018 | 08/2018 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 11/2024 | Present |
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