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Current Employers
Maze Financial Planning

400 Market Street Suite 105B, Chapel Hill, NC 27516 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2016-06-17
  • NC RA
    APPROVED
    Since 2016-06-17

Branch Locations

400 Market Street Suite 105B, Chapel Hill, NC 27516 • United States

400 Market Street Suite 105B, Chapel Hill, NC 27516 • 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
Maze Financial Planning, Llc Chapel Hill NC 05/2016 07/2017
Maze Financial Planning, Llc Chapel Hill NC 07/2017 09/2022
Maze Financial Planning, Llc Chapel Hill NC 09/2022 Present
  • 05/2016 → 07/2017
    Maze Financial Planning, Llc
    Chapel Hill, NC
  • 07/2017 → 09/2022
    Maze Financial Planning, Llc
    Chapel Hill, NC
  • 09/2022 → Present
    Maze Financial Planning, Llc
    Chapel Hill, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-17
  • S65 Uniform Investment Adviser Law Examination
    2016-06-17
Designations
Other Names
  • William Bunch

View on SEC IAPD

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