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William Glen Hedrick

Old North State Wealth Management, LLC

Wilmington, NC

CRD 7255435

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Employer firm

Old North State Wealth Management, LLC CRD 148659

$453M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

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

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