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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-09-27 |
| TX | RA | APPROVED | 2022-09-19 |
Branch Locations
38 Mechanic St., Suite 203, Foxborough, MA 02035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Corporation | Boston | MA | 11/2010 | 09/2022 |
| Capfinancial Securities Llc | Raleigh | NC | 09/2022 | Present |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 09/2022 | Present |
Burke Retirement Consulting LLC (fka Patriot Pension Advisors, LLC); Investment-Related: No; private residence; managing member; Start; 8/26/15 ; Hours/Month:10; Hours during Market Hours: 10; Duties: Previous DBA for RIA business. Maintained for tax purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-13 |
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