CAPFINANCIAL PARTNERS
Investment advisory services; Investment consultation
Owned by: CapFinancial Partners, LLC
Serial Number: 78745065
CAPFINANCIAL
Investment advisory services; Investment consultation
Owned by: CapFinancial Partners, LLC
Serial Number: 78745075
CAPFI
Investment advisory services; Investment consultation
Owned by: CapFinancial Partners, LLC
Serial Number: 78745081
C
Business advice and analysis of markets
Owned by: CapFinancial Partners, LLC
Serial Number: 78949408
FIDUCIARY LEADERSHIP
Filed: February 20, 2013
retirement and investment consulting services
Owned by: CapFinancial Partners, LLC
Serial Number: 85854534
FREEDOM 401(K)
Filed: August 1, 2013
investment of retirement funds for others; investment consulting services
Owned by: CapFinancial Partners, LLC
Serial Number: 86025868
RETIREMENT BLUEPRINT
Filed: September 30, 2014
financial planning for retirement, including investment advisory services
Owned by: CapFinancial Partners, LLC
Serial Number: 86410198
FREEDOM 403B
Filed: September 30, 2014
Investment consultation services in the field of retirement funds for others
Owned by: CapFinancial Partners, LLC
Serial Number: 86410205
PROVIDERLINK
Filed: September 30, 2014
investment consulting services relating to retirement plans for corporations, higher education, public schools, tax-exempt…
Owned by: CapFinancial Partners, LLC
Serial Number: 86410211
DIRECT FIDUCIARY
Filed: January 6, 2015
investment consulting services, relating to retirement plans for corporations, higher education, public schools, tax-exempt…
Owned by: CapFinancial Partners, LLC
Serial Number: 86496140
LIFE-LESSONS IN FINANCIAL EXPERIENCES
Filed: May 4, 2021
Educational services, namely, providing video presentations in the fields of financial management and investments; Providing…
Owned by: CapFinancial Partners, LLC
Serial Number: 90688701
DIRECT FIDUCIARY
Filed: October 26, 2021
investment consulting services, relating to retirement plans for corporations, higher education, public schools, tax-exempt…
Owned by: CapFinancial Partners, LLC
Serial Number: 97092372
CAPTRUST AT WORK
Filed: March 14, 2024
Financial management; Investment advice; Investment brokerage
Owned by: CapFinancial Partners, LLC
Serial Number: 98449493
