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Triangle Wealth Management CRD 148156
$1.29B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1301 Annapolis Drive, Raleigh, NC 27608 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2009-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triangle Securities, Llc | Raleigh | NC | 11/2006 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-07-06 |
| S65 | Uniform Investment Adviser Law Examination | 2001-02-24 |
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