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Adam Timothy Osterbur

Carolina Wealth Management, Inc.

Greenville, NC

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Current Employers
Carolina Wealth Management, Inc.

1706-A East Arlington Blvd., Greenville, NC 27858 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2020-01-22
  • NC RA
    APPROVED
    Since 2020-01-22

Branch Locations

1706-A East Arlington Blvd., Greenville, NC 27858 • 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
Pinehurst Resort Pinehurst NC 08/2014 11/2017
Carolina Wealth Management, Inc Pinehurst NC 11/2017 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-05
S63 Uniform Securities Agent State Law Examination 2011-10-28
  • S65 Uniform Investment Adviser Law Examination
    2019-02-05
  • S63 Uniform Securities Agent State Law Examination
    2011-10-28

View on SEC IAPD

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