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132 North First Street, Albemarle, NC 28001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Investment Advisors, Inc | Albemarle | NC | 10/2004 | 05/2017 |
| Bank Of Stanly | Albemarle | NC | 09/2002 | 05/2017 |
| Private Client Services Llc | Louisville | KY | 11/2011 | 05/2017 |
| Uwharrie Investment Advisors, Inc. | Albemarle | NC | 02/2019 | Present |
| The Strategic Alliance Corporation | Albemarle | NC | 02/2019 | Present |
| Graystone Day School | Misenheimer | NC | 05/2017 | 02/2019 |
| Uwharrie Capital Corp | Albemarle | NC | 02/2019 | 01/2021 |
| Uwharrie Bank/Uwharrie Capital Corp | Albemarle | NC | 01/2021 | Present |
1) TREASURER OF BOARD OF DIRECTORS FOR CUSTOM DOORS, INC. (FAMILY BUSINESS); APPROX. 10HRS PER WEEK 2) FIRST LUTHERAN CHURCH CHAIR,10 HRS/MONTH, FINANCE COMMITTEE & FINANCIAL SECRETARY FEB 2022 3) STANLY COMMUNITY FOUNDATION ADVISOR BOARD FEB 2022; PHILANTHOPY & ADDRESS LOCAL COMMUNITY NEEDS; 10 HRS/MONTH 4) CHARLOTTE REGIONAL BUSINESS ALLIANCE; FEB 2021; REGIONAL CHAMBER OF COMMERCE; 5 HRS/MONTH 5) UCC COMMUNITY FOUNDATION BOARD MEMBER, CORP SECRETARY JAN 2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-04 |
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