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Daniel Alan Routh

Old Peak Finance

Chapel Hill, NC

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Current Employers
Old Peak Finance

100 Europa Drive Suite 410, Chapel Hill, NC 27517 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2019-05-27
  • NC RA
    APPROVED
    Since 2019-05-27

Branch Locations

100 Europa Drive Suite 410, Chapel Hill, NC 27517 • 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
Exencial Wealth Advisors Oklahoma City OK 03/2016 04/2017
Exencial Wealth Advisors, Llc Oklahoma City OK 04/2017 05/2019
Old Peak Finance, Llc Chapel Hill NC 05/2019 Present
  • 03/2016 → 04/2017
    Exencial Wealth Advisors
    Oklahoma City, OK
  • 04/2017 → 05/2019
    Exencial Wealth Advisors, Llc
    Oklahoma City, OK
  • 05/2019 → Present
    Old Peak Finance, Llc
    Chapel Hill, NC
Previous Registrations
Designations

View on SEC IAPD

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Other Offices

FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
ABSHER WEALTH MANAGEMENT, LLC · CHAPEL HILL, NC
FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
RBC CAPITAL MARKETS, LLC · Chapel Hill, NC
TRUIST ADVISORY SERVICES, INC. · CHAPEL HILL, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHAPEL HILL, NC
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CHAPEL HILL, NC
ROBERT W. BAIRD & CO. INCORPORATED · Chapel Hill, NC

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