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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-05 |
Branch Locations
40 Wall Street 56Th Floor, New York, NY 10005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners, Llc. (Captrust) | New York | NY | 08/2025 | Present |
| Burlwood Wealth | Spokane | WA | 05/2024 | 08/2024 |
| Gonzaga Bulletin | Spokane | WA | 07/2022 | 07/2024 |
| United States House Of Representatives | Washington | DC | 05/2023 | 09/2023 |
| Starbucks | Spokane | WA | 09/2022 | 07/2023 |
| Sodexo | Spokane | WA | 01/2022 | 06/2023 |
| Nordstrom | Brea | CA | 05/2022 | 09/2022 |
| Rich Farms Ice Cream | Placentia | CA | 06/2021 | 08/2022 |
| Abercrombie & Fitch | Brea | CA | 05/2021 | 08/2021 |
| Gonzaga University | Spokane | CA | 08/2021 | 05/2025 |
| Unemployed | Yorba Linda | CA | 05/2025 | 08/2025 |
| Rosary High School | Fullerton | CA | 08/2018 | 05/2021 |
| Unemployed | Yorba Linda | CA | 05/2018 | 08/2018 |
| Middle School | Yorba Linda | CA | 05/2015 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-05 |
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