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Weaverville, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davis Financial Planning | Asheville | NC | 03/2013 | 12/2022 |
| Integrated Financial Coaching And Planning | Weaverville | NC | 01/2023 | Present |
| Anne L Mcfarland Coaching | Weaverville | NC | 01/2025 | Present |
Anne McFarland performs business and life coaching under a separate entity, Anne L McFarland Coaching, a North Carolina registered DBA, where she provides clients with life and business coaching services. Ms. McFarland spends approximately 20% of her time during normal working hours in this endeavor. The business is located at the same address as the RIA's principal place of business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-23 |
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