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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-11 |
Branch Locations
4372 N. Loop 1604W, Suite 116, San Antonio, TX 78249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Covenant Multi-Family Offices, Llc | San Antonio | TX | 06/2012 | 09/2021 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 09/2021 | Present |
1) Gaucho Group LLC; not investment related; 2403 Corona Court, La Jolla, CA; Holding company for PPLI policy; Start date: 10/9/23; 2 hours per month, 2 during trading hours; manager 2) Name: Loop Portal, LLC, Address: 11700 Sterling Panorama Terrace, Austin, TX 78738, Not Investment Related, Nature: technology company supporting institutional allocators (e.g. LPs), Position/Title: Advisory Board Member, Start: 04/30/2025, Hours/Month: 1, Hours during Market Hours: 1, Duties: serve on the advisory board
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-06-29 |
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