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Arbor Investment Advisors CRD 111077
$1.29B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 South Main Street, Winston Salem, NC 27101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-03-13 |
| NC | RA | APPROVED | 2009-04-17 |
Branch Locations
300 South Main Street, Winston Salem, NC 27101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arbor Investment Advisors | Winston-Salem | NC | 09/2003 | Present |
Name of other business: Piedmont Federal Savings Bank Investment related: No Address: 201 South Stratford Road, Winston-Salem, NC 27103 Nature of business: Bank Title: Chairman of the Board State date: March 19, 2019 Hours per month: 3.5 (all during securities trading hours) Duties: Lead the board meeting
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-09-13 |
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