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Raymond Hugh Wilcox

Farther

Winston Salem, NC

San Francisco, CA

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Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-13
  • NC RA
    APPROVED
    Since 2026-07-13

Branch Locations

2160 Country Club Rd , Winston Salem, NC 27012 • United States

345 California Street Suite 600, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Wealth Management Llc Kernersville NC 03/2009 09/2020
Cannon Wealth Management Services, Llc Winston Salem NC 09/2020 07/2026
Private Client Services, Llc Winston Salem NC 11/2022 07/2026
Farther Winston Salem NC 07/2026 Present
  • 03/2009 → 09/2020
    Triad Wealth Management Llc
    Kernersville, NC
  • 09/2020 → 07/2026
    Cannon Wealth Management Services, Llc
    Winston Salem, NC
  • 11/2022 → 07/2026
    Private Client Services, Llc
    Winston Salem, NC
  • 07/2026 → Present
    Farther
    Winston Salem, NC
Previous Registrations
Other Businesses

Independent Insurance Agent; not investment-related; started 07/1999; approximately 2 hours per month, 2 hours during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-29
S63 Uniform Securities Agent State Law Examination 2000-10-19
  • S66 Uniform Combined State Law Examination
    2003-11-29
  • S63 Uniform Securities Agent State Law Examination
    2000-10-19
Other Names
  • Chip Wilcox
  • Raymond Hugh Wilcox

View on SEC IAPD

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