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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-05-14 |
| TX | RA | APPROVED | 2023-02-15 |
Branch Locations
1001 Mckinney St., Suite 1730, Houston, TX 77002 • United States
99 Monroe Ave Nw #901, Grand Rapids, MI 49503 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insperity, Inc. (Formerly Administaff) | Houston | TX | 12/1994 | 01/2023 |
| Monroe Vos Consulting, Inc. | Houston | TX | 08/2004 | 01/2023 |
| Mv Securities Group, Inc. | Houston | TX | 04/2005 | 10/2021 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-05 |
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