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Jessica Rosenfeld Sherburne

Triangle Wealth Management

Raleigh, NC

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Current Employers
Triangle Wealth Management

1301 Annapolis Drive, Raleigh, NC 27608 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-01-20
  • NC RA
    APPROVED
    Since 2022-01-20

Branch Locations

1301 Annapolis Drive, Raleigh, NC 27608 • 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
Unemployed Raleigh NC 10/2019 12/2019
Hatteras Capital Distributors, Llc Raleigh NC 05/2011 09/2019
Triangle Wealth Management Raleigh NC 01/2022 Present
Js Brand Consulting, Llc Raleigh NC 01/2020 12/2021
  • 10/2019 → 12/2019
    Unemployed
    Raleigh, NC
  • 05/2011 → 09/2019
    Hatteras Capital Distributors, Llc
    Raleigh, NC
  • 01/2022 → Present
    Triangle Wealth Management
    Raleigh, NC
  • 01/2020 → 12/2021
    Js Brand Consulting, Llc
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-18
S63 Uniform Securities Agent State Law Examination 2001-04-05
  • S65 Uniform Investment Adviser Law Examination
    2021-11-18
  • S63 Uniform Securities Agent State Law Examination
    2001-04-05
Other Names
  • Jessica S Rosenfeld
  • Jessica Sargent Rosenfeld
  • Jessica R Sherburne

View on SEC IAPD

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Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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