Best Investors Account Sign in
Claim This Profile
Current Employers
Old North State Wealth Management, Llc

1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2020-05-13
  • NC RA
    APPROVED
    Since 2020-05-13

Branch Locations

1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403 • 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
Tech Mahindra Americas Dallas TX 01/2018 04/2024
Logic Technology Schenectady NY 07/2014 01/2018
Old North State Wealth Management, Llc Wilmington NC 05/2020 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-11
  • S65 Uniform Investment Adviser Law Examination
    2020-03-11

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Wilmington, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor