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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-28 |
Branch Locations
600 Hamilton Street Ste 900, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 05/2024 | Present |
| Rkl Llp | Lancaster | PA | 06/2023 | 08/2023 |
| Dicks Sporting Goods | Trexlertown | PA | 06/2021 | 08/2021 |
| Dick's Sporting Goods | Trexlertown | PA | 06/2022 | 08/2022 |
| Weis Super Market's | Allentown | PA | 07/2019 | 02/2020 |
| Full Time Student - High School | Orefield | PA | 01/2018 | 06/2020 |
| Full Time Student - High School | Orefield | PA | 01/2017 | 12/2017 |
| Full Time Student - High School | Orefield | PA | 01/2016 | 12/2016 |
| Full Time Student - College | State College | PA | 08/2023 | 05/2024 |
| Full Time Student - College | State College | PA | 06/2020 | 06/2021 |
| Full Time Student - College | State College | PA | 08/2021 | 06/2022 |
| Full Time Student - College | State College | PA | 08/2022 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-28 |
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