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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-04-14 |
| TX | RA | APPROVED | 2026-04-14 |
Branch Locations
1001 Mckinney St. Suite 1730, Houston, TX 77002 • United States
2614 19Th Street South, Homewood, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities, Inc. | Birmingham | AL | 11/2019 | 10/2021 |
| Bbva Usa | Birmingham | AL | 09/2019 | 10/2021 |
| Nationwide Investment Advisors, Llc | Columbus | OH | 07/2016 | 12/2017 |
| Nationwide Investment Services Corporation | Columbus | OH | 09/2015 | 12/2017 |
| Prudentia Fiduciary Partners | Houston | TX | 11/2014 | 08/2019 |
| Bbva Wealth Solutions, Inc. | Birmingham | AL | 12/2019 | 10/2021 |
| Pnc Capital Markets, Llc | Birmingham | AL | 07/2022 | 08/2023 |
| Pnc Bank | Birmingham | AL | 10/2021 | 07/2022 |
| Farther Finance Advisors | Birmingham | AL | 08/2023 | 08/2024 |
| Salient Capital L.P. | Houston | TX | 08/2024 | 02/2026 |
| Westwood Wealth Management Llc | Dallas | TX | 08/2024 | 02/2026 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-12 |
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