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Walker Franklin Davidson

Carolina Strategy, LLC

Matthews, NC

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Current Employers
Carolina Strategy, Llc

Matthews, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-01-19
  • NC RA
    APPROVED
    Since 2023-01-19

Branch Locations

Matthews, NC • 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
Cornercap Investment Counsel Charlotte NC 04/2013 01/2021
Walker Davidson Matthews NC 02/2021 12/2022
Carolina Strategy, Llc Matthews NC 01/2023 Present
  • 04/2013 → 01/2021
    Cornercap Investment Counsel
    Charlotte, NC
  • 02/2021 → 12/2022
    Walker Davidson
    Matthews, NC
  • 01/2023 → Present
    Carolina Strategy, Llc
    Matthews, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-06
  • S66 Uniform Combined State Law Examination
    2002-02-06
Designations

View on SEC IAPD

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