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132 North First Street, Albemarle, NC 28001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2001-12-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert Thomas Securities Inc. | Albemarle | NC | 02/1991 | Present |
| Bos Financial Corp | Albemarle | NC | 02/1991 | Present |
| The Strategic Alliance Corporation | Albemarle | NC | 02/1991 | Present |
1)ONE BUILDING AT A TIME, LLC, 421 E. CANNON AVE ALBEMARLE, NC 28001, HOLDS DEPRESSED DOWNTOWN PROPERTY TO BE RENOVATED AND RENTED OR SOLD; MEMBER BEGINNING AUG 2012, LESS THAN 1 HR/MTH. 2)WINDY BEACH, LLC, 132 N. FIRST ST ALBEMARLE, NC 28001, HOLDS REAL ESTATE PROPERTY FOR LONG TERM INVESTMENT, MEMBER SINCE JUNE 2011; LESS THAN 1 HR/MTH. 3)UWHARRIE BANK, EVP STARTING SEPT 2013. 4) NORTH CAROLINA STATE BANKING COMMISSION, APRIL 2021. 5)UWHARRIE CAPITAL CORP COMMUNITY FOUNDATION STARTING JAN 2022, COMMUNITY GIVING AND SUPPORT; 5 HRS/MONTH. 6) UWHARRIE LOAN POOL I, LLC, DIRECTOR/CEO OF UWHARRIE INVESTMENT ADVISORS, INC THAT SERVES AS MANAGER FOR THE POOL, 1/1999. 7) UWHARRIE MUNICIPAL LOAN POOL I, LLC, DIRECTOR/CEO OF UWHARRIE INV ADVISORS THAT SERVES AS MGR FOR THE POOL, 11/1999.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-04 |
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