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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas A&M University | College Station | TX | 08/2019 | 12/2022 |
| Geneva School Of Boerne | Boerne | TX | 08/2008 | 08/2019 |
| 49 Wealth Management | Austin | TX | 03/2023 | 05/2024 |
| Pks Investments | Albany | NY | 04/2023 | 01/2024 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-13 |
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