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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-01 |
Branch Locations
3 Dakota Drive Suite 310, Lake Success, NY 11042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 08/2022 | Present |
| Unemployed | Glen Cove | NY | 05/2022 | 08/2022 |
| First Central Savings Bank | Glen Cove | NY | 11/2020 | 05/2022 |
| First National Bank Of Long Island | Huntington | NY | 11/2018 | 11/2020 |
| Student/Unemployed | Albany | NY | 01/2015 | 11/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-01 |
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