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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-02-22 |
| TX | RA | APPROVED | 2020-12-15 |
Branch Locations
2375 East Camelback Rd Suite 700, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mra Associates | Phoenix | AZ | 09/1998 | 11/2020 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 11/2020 | Present |
1) Name: RadiusAI, Inc., Address: Radius.AI, Tempe AZ, Not Investment Related, Nature: AI retail technology, Position/Title: Member of Board of Directors, Start: 01/01/2026, Hours/Month: 2, Hours during Market Hours: 0, Duties: attend board meetings 2) Name: Society St Vincent De Paul AZ, Address: P.O. Box 13600, Phoenix, AZ 85002, Not Investment Related, Nature: Non-Profit, Position/Title: Volunteer, Start: 03/01/2026, Hours/Month: 1, Hours during Market Hours: 4, Duties: serve on investment committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-15 |
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