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Current Employers
Sledge And Company Wealth Advisors

115 W. State Avenue, High Point, NC 27262 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-05-23
  • NC RA
    APPROVED
    Since 2025-05-23

Branch Locations

115 W. State Avenue, High Point, NC 27262 • 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
Sledge And Company, Pllc High Point NC 05/1992 Present
Capital Investment Group, Inc. Raleigh NC 11/2000 Present
The Wealth Group, Ltd. High Point NC 05/2011 05/2025
Sledge And Company Wealth Advisors High Point NC 05/2025 Present
Previous Registrations
Other Businesses

1. SLEDGE AND COMPANY ,PLLC. CPA. CPA FIRM PROVIDING ACCOUNTING SERVICES. 115 W. STATE AVENUE, HIGH POINT, NC 27262. SPEND 160 HOURS/MON ON ACTIVITY, WITH >80% DURING TRADING HOURS. NON-INVESTMENT RELATED. STARTED 05/1992. 2. CAPITAL INVESTMENT GROUP, INC. REGISTERED REPRESENTATIVE. BROKER-DEALER. 115 W. STATE AVENUE, HIGH POINT, NC 27262. INVESTMENT-RELATED. STARTED 11/2000. 3. SLEDGE HOLDINGS, LLC., MANAGER. REAL ESTATE BUSINESS/COMMERCIAL OFFICE BUILDING RENTALS. 115 WEST STATE AVENUE, HIGH POINT, NC 27262. 1 HR/MONTH, <1 HR/MONTH DURING TRADING HRS. NON-INVESTMENT RELATED BUSINESS. STARTED 12/2012. 4. INSURANCE AGENT. AGENT PROVIDING INSURANCE SALES AND SERVICING. 115 W. STATE AVENUE, HIGH POINT, NC 27262. NON-INVESTMENT RELATED. STARTED 08/2000. 5. C&S TRUST. TRUSTEE FOR TRUST. 115 WEST STATE AVE, HIGH POINT, NC 27262. <1 HR/WK, <1 HR DURING NORMAL TRADING HRS.NON-INVESTMENT-RELATED. STARTED 09/2016. 6. JAMES & PHYLLIS MORGAN IRREVOCABLE LIFE INSURANCE TRUST. TRUSEE FOR TRUST. 115 WEST STATE AVENUE, HIGH POINT, NC 27262. NON-INVESTMENT RELATED. STARTED 08/2017. 7. SUSAN E. WILSON CHARITABLE REMAINDER UNITRUST. TRUSTEE. 115 W. STATE AVENUE, HIGH POINT, NC 27262. 1 HR/WK, 1 HR DURING NORMAL TRADING HRS. NON-INVESTMENT RELATED. STARTED 11/2016. 8. SLEDGE AND COMPANY WEALTH ADVISORS, LLC. OWNER OF REGISTERED INVESTMENT ADVISOR. 115 W. STATE AVENUE, HIGH POINT, NC 27262. 30 HR/WK, 30 HR DURING NORMAL TRADING HRS. INVESTMENT RELATED. STARTED 5/2025.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-12-20
  • S66 Uniform Combined State Law Examination
    1999-12-20
Designations

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