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Terry Webb Sapp

Live Oak Private Wealth, LLC

Wilmington, NC

Rocky Mount, NC

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Current Employers
Live Oak Private Wealth, Llc

1741 Tiburon Drive, Wilmington, NC 28403 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2020-05-19
  • NC RA
    APPROVED
    Since 2020-05-19

Branch Locations

1741 Tiburon Drive, Wilmington, NC 28403 • United States

210 Bryant Street Suite A, Rocky Mount, NC 27801 • 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
Jolley Asset Management, Llc Rocky Mount NC 02/2004 04/2020
Live Oak Private Wealth, Llc Wilmington NC 05/2020 Present
Previous Registrations
  • 2004-02-19 → 2020-04-30
    Jolley Asset Management, Llc
    Rocky Mount, NC
  • 2001-12-31 → 2002-10-28
    Glenwood Capital Management, Inc.
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-05
  • S65 Uniform Investment Adviser Law Examination
    2001-01-05
Designations
Other Names
  • Terry Webb
  • Terry Webb Wall
  • Terry Webb Wall
  • Terry Ann Webb
  • Terry Ann Sapp
  • Terry Ann Sapp

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Wilmington, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WILMINGTON, NC
OSAIC INSTITUTIONS, INC. · Wilmington, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC

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