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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-30 |
| SC | RA | APPROVED | 2021-07-02 |
Branch Locations
1116 South Main Street, Greenville, SC 29601-3300 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Greenville | SC | 05/2009 | 05/2018 |
| Nachman Norwood & Parrott, Inc. | Greenville | SC | 05/2018 | 06/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2018 | 06/2021 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 06/2021 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 06/2021 | Present |
(1) NNPD Properties, LLC. Investment-Related: No. Address: 1116 South Main Street Greenville SC 29601 Nature: commercial real estate Position/Title: Managing Member and Partner Start: 08/2008 Hours/Month: 0.5 Hours during Market Hours: 0.5 Duties: rental income and property management (2) Greenville Symphony Endowment Fund Board, Investment Related: No, Member of Board, 200 South Main St Greenville, SC 29601, 1 hr./m during trading hours, duties: oversight of endowment that supports symphony (3) YMCA of Greenville Foundation; Investment-Related: No; 723 Cleveland St, Greenville, SC; Fitness ; Board Member ; Start; 12/1/23; Hours/Month: 2; Hours during Market Hours:1 ; Duties: Board meetings
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-11-04 |
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