Best Investors Account Sign in

Gregory P Wolder

Charles Schwab & Co., Inc.

Charlotte, NC

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-06-10
NJ RA APPROVED 2014-08-15
  • NC RA
    APPROVED
    Since 2026-06-10
  • NJ RA
    APPROVED
    Since 2014-08-15

Branch Locations

4529 Sharon Road, Charlotte, NC 28211-3521 • 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
Charles Schwab & Co., Inc. Charlotte NC 04/2014 Present
Charles Schwab Bank, Ssb Charlotte NC 04/2014 Present
Gw Floor Services Llc Budd Lane NJ 06/2010 03/2018
Garden State Fireworks Millington NJ 07/2010 03/2018
  • 04/2014 → Present
    Charles Schwab & Co., Inc.
    Charlotte, NC
  • 04/2014 → Present
    Charles Schwab Bank, Ssb
    Charlotte, NC
  • 06/2010 → 03/2018
    Gw Floor Services Llc
    Budd Lane, NJ
  • 07/2010 → 03/2018
    Garden State Fireworks
    Millington, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-15
S63 Uniform Securities Agent State Law Examination 2011-05-16
  • S66 Uniform Combined State Law Examination
    2014-08-15
  • S63 Uniform Securities Agent State Law Examination
    2011-05-16
Other Names
  • Greg P. Wolder
  • Greg Wolder
  • Gregory Wolder

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor