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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-27 |
Branch Locations
One Liberty Square, 13Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 07/2023 | Present |
| Zenzero, Llc | Boston | MA | 07/2022 | 07/2023 |
| The Colony Group, Llc | Boston | MA | 05/2019 | 07/2022 |
| Unemployed/Extended Travel | Boston | MA | 05/2016 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-15 |
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