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Jeffrey Martin

Rpo Wealth Partners LLC

Charlotte, NC

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Current Employers
Rpo Wealth Partners Llc

1009 East Blvd, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-02-24
  • NC RA
    APPROVED
    Since 2021-02-24

Branch Locations

1009 East Blvd, Charlotte, NC 28203 • 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
Fifth Third Bank, N.A. Charlotte NC 09/2011 11/2020
Rpo Wealth Partners Llc Charlotte NC 11/2020 Present
  • 09/2011 → 11/2020
    Fifth Third Bank, N.A.
    Charlotte, NC
  • 11/2020 → Present
    Rpo Wealth Partners Llc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-18
  • S65 Uniform Investment Adviser Law Examination
    2021-02-18

View on SEC IAPD

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