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Current Employers
Charter Wealth Management

8601 Six Forks Road Suite 400, Raleigh, NC 27615 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-07-11
  • NC RA
    APPROVED
    Since 2023-07-11

Branch Locations

Raleigh, NC • United States

8601 Six Forks Road Suite 400, Raleigh, NC 27615 • 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
Ameriprise Financial Services, Inc. Raleigh NC 09/2013 Present
Charter Wealth Management Raleigh NC 06/2023 Present
  • 09/2013 → Present
    Ameriprise Financial Services, Inc.
    Raleigh, NC
  • 06/2023 → Present
    Raleigh, NC
Previous Registrations
Other Businesses

Business Ownership; Button Box, LLC; Owner; Online retail, e-commerce; Raleigh, NC 27606; Not Investment Related; Apr 2020; 1-9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-01-18
  • S66 Uniform Combined State Law Examination
    2000-01-18
Other Names
  • Cheryl Ann Engelbrecht
  • Cheryl Ann Engelbrecht

View on SEC IAPD

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