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132 North First Street, Albemarle, NC 28001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ally Invest Securities Llc | Charlotte | NC | 06/2020 | 06/2025 |
| State Employees Credit Union | Locust | NC | 08/2015 | 02/2020 |
| Unemployed | Norwood | NC | 03/2020 | 06/2020 |
| Ally Invest Advisors | Charlotte | NC | 06/2022 | 06/2025 |
| Unemployed | Oakboro | NC | 06/2025 | 10/2025 |
| Uwharrie Investment Advisors | Albemarle | NC | 10/2025 | Present |
| Private Client Services | Albemarle | NC | 11/2025 | Present |
Uwharrie Investment Advisors. 132 N First St. PO Box 1517, Albemarle, NC 28002. Registered Investment Advisor business. Financial Advisor. Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-07 |
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