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Current Employers
Live Oak Private Wealth, Llc

1741 Tiburon Drive, Wilmington, NC 28403 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-09-17
  • NC RA
    APPROVED
    Since 2021-09-17

Branch Locations

210 Bryant Street Suite A, Rocky Mount, NC 27804 • United States

1741 Tiburon Drive, 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
Wells Fargo Private Bank Raleigh NC 08/2016 07/2021
Live Oak Private Wealth Rocky Mount NC 08/2021 Present
  • 08/2016 → 07/2021
    Wells Fargo Private Bank
    Raleigh, NC
  • 08/2021 → Present
    Live Oak Private Wealth
    Rocky Mount, NC
Designations

View on SEC IAPD

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