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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-18 |
Branch Locations
1130 Iron Point Road, Suite 100, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 10/2023 | Present |
| Dignity Health | Rancho Cordova | CA | 02/2016 | 05/2023 |
| Unemployed | Granite Bay | CA | 05/2023 | 10/2023 |
1) Name: 21st Street Apartments LLC; Address: Private Residence; Investment-Related: No; Nature: Rental Income; Position/Title: Managing Partner; Start: 01/01/2022; Hours/Month: 4; Hours during Market Hours: 0; Duties: Responsible for the operations, financials, marketing and management for these rental businesses 2) Name: Van Der Kamp Holdings LLC.; Address: Private Residence; Investment-Related: No; Nature: Rental Income; Position/Title: Managing Partner; Start: 01/01/2022; Hours/Month: 4; Hours during Market Hours: 0; Duties: Responsible for the operations, financials, marketing and management for these rental businesses
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-18 |
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