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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-13 |
Branch Locations
4372 N. Loop 1604W, Suite 116, San Antonio, TX 78249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 03/2023 | Present |
| Adp | San Antonio | TX | 04/2021 | 03/2023 |
| Methodist Healthcare Ministries | San Antonio | TX | 07/2020 | 03/2021 |
| Paesanos | San Antonio | TX | 04/2019 | 03/2020 |
| Student | San Antonio | TX | 01/2013 | 12/2019 |
| Unemployed | San Antonio | TX | 04/2020 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-11 |
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