Best Investors Account Sign in
Inactive

David Wingate D'ALessandro

Axiom Private Wealth, LLC

Charlotte, NC

Claim This Profile
Current Employers
Axiom Private Wealth, Llc

1422 South Tryon Street Floor 3, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-04-07
MA RA APPROVED 2021-02-10
NC RA APPROVED 2020-03-19
  • NY RA
    APPROVED
    Since 2023-04-07
  • MA RA
    APPROVED
    Since 2021-02-10
  • NC RA
    APPROVED
    Since 2020-03-19

Branch Locations

1422 South Tryon Street Floor 3, Charlotte, NC 28203 • 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
Robert W Baird & Co Charlotte NC 09/2016 02/2020
Axiom Private Wealth, Llc Charlotte NC 02/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-27
  • S66 Uniform Combined State Law Examination
    2014-10-27
Designations
Other Names
  • David Wingate Dalessandro

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