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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-03 |
Branch Locations
2375 East Camelback Rd Suite 700, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 11/2023 | Present |
| Deloitte Llp | Tempe | AZ | 11/2021 | 11/2023 |
| Deloitte Llp | San Diego | CA | 01/2018 | 11/2021 |
| University Of San Diego | San Diego | CA | 08/2016 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-26 |
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