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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-12-20 |
Branch Locations
3050 Wells Fargo Place 30 East 7Th Street, St. Paul, MN 55101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Hopetown Group | Saint Paul | MN | 07/2016 | 12/2016 |
| Minnesota Department Of Revenue | Saint Paul | MN | 01/2017 | 01/2021 |
| Trunorth Wealth Partners | Saint Paul | MN | 02/2021 | 12/2024 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2024 | Present |
1. Name: MN Multi Housing Association; Investment-Related: No; Address: Nature: Housing; Position/Title: Consultant; Start: 1/1/2017; Hours/Month: 6; Hours during Market Hours: 0; Duties: prepare annual survey & reports on expenses 2. Name: Name: Richard Hills, Address: private residence, Not Investment Related, Nature: rental income from DST, Position/Title: N/A, Start: 10/31/2025, Hours/Month: 0, Hours during Market Hours: 0, Duties: N/A 3. Name: Power + Prosper, Address: private residence, Not Investment Related, Nature: financial literacy and free tax prep, Position/Title: Volunteer, Start: 8/1/2024, Hours/Month: 0, Hours during Market Hours: 0, Duties: volunteer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-22 |
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