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Justin James May

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 2023-08-28
  • NC RA
    APPROVED
    Since 2023-08-28

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
Triad Financial Advisors Greensboro NC 05/2018 01/2020
Zeutenhorst Financial Greensboro NC 01/2018 05/2018
University Of California, Santa Barbara Santa Barbara CA 10/2014 12/2017
Mission Wealth Management Santa Barbara CA 11/2016 03/2017
Martin Wardin And Eissner Financial Group Pleasanton CA 06/2016 09/2016
Martin Wardin And Eissner Financial Group Pleasanton CA 06/2017 09/2017
Triad Financial Advisors Greensboro NC 01/2020 08/2023
Old Peak Finance, Llc Chapel Hill NC 08/2023 Present
  • 05/2018 → 01/2020
    Triad Financial Advisors
    Greensboro, NC
  • 01/2018 → 05/2018
    Zeutenhorst Financial
    Greensboro, NC
  • 10/2014 → 12/2017
    University Of California, Santa Barbara
    Santa Barbara, CA
  • 11/2016 → 03/2017
    Mission Wealth Management
    Santa Barbara, CA
  • 06/2016 → 09/2016
    Martin Wardin And Eissner Financial Group
    Pleasanton, CA
  • 06/2017 → 09/2017
    Martin Wardin And Eissner Financial Group
    Pleasanton, CA
  • 01/2020 → 08/2023
    Triad Financial Advisors
    Greensboro, NC
  • 08/2023 → Present
    Old Peak Finance, Llc
    Chapel Hill, NC
Previous Registrations
  • 2022-03-23 → 2023-08-29
    Triad Financial Advisors, Inc.
    Greensboro, NC
Designations

View on SEC IAPD

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STIFEL, NICOLAUS & COMPANY, INCORPORATED
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CRAIG ALAN SULLIVAN
PAUL T BODE
MILTON S BROWN
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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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