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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-12-20 |
Branch Locations
330 John Carlyle Street Suite 400, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Campbell Wealth Management | Alexandria | VA | 10/2023 | 12/2024 |
| Estes Forwarding Worldwide | Richmond | VA | 10/2022 | 09/2023 |
| Dominoes | Ashland | VA | 06/2022 | 09/2023 |
| Eventfull Rva | Richmond | VA | 05/2019 | 10/2022 |
| Advanced Therapy Products | Ashland | VA | 06/2014 | 12/2019 |
| Madison Avenue Securities Llc | San Diego | CA | 11/2023 | 12/2024 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2024 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-28 |
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