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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-24 |
Branch Locations
400 N. Tampa Street Suite 1800, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 10/2023 | 04/2024 |
| Countryside Golf And Country Club | Clearwater | FL | 08/2023 | 04/2024 |
| Jacksonville Utilities And Management | Jacksonville | FL | 04/2021 | 06/2021 |
| Palms Presbyterian Church | Jacksonville | FL | 06/2023 | 08/2023 |
| Adventure Landing | Jacksonville | FL | 04/2017 | 08/2017 |
| Florida State University | Tallahassee | FL | 05/2019 | 05/2023 |
| Duncan U Fletcher High School | Jacksonville | FL | 08/2016 | 04/2019 |
| Lpl Financial Llc | Tampa | FL | 05/2024 | 04/2025 |
| Truist Investment Services, Inc. | Tampa | FL | 04/2025 | 04/2026 |
| Truist Advisory Services, Inc. | Tampa | FL | 04/2025 | 04/2026 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 04/2026 | Present |
| Capfinancial Securities, Llc. | Raleigh | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 2023-10-12 |
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