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Current Employers
Truststone Wealth Partners, Llc

101 Glen Lennox Drive, Unit 300, Chapel Hill, NC 27517 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-04-10
  • NC RA
    APPROVED
    Since 2024-04-10

Branch Locations

101 Glen Lennox Drive, Unit 300, Chapel Hill, NC 27517 • 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
Coastal Carolina University Conway SC 08/2014 12/2017
Unemployed Murrells Inlet SC 01/2018 07/2018
Gordon Asset Management, Llc Durham NC 07/2018 01/2024
Truststone Wealth Partners, Llc Chapel Hill NC 02/2024 Present
  • 08/2014 → 12/2017
    Coastal Carolina University
    Conway, SC
  • 01/2018 → 07/2018
    Unemployed
    Murrells Inlet, SC
  • 07/2018 → 01/2024
    Gordon Asset Management, Llc
    Durham, NC
  • 02/2024 → Present
    Chapel Hill, NC
Previous Registrations
  • 2018-07-18 → 2024-01-09
    Gordon Asset Management, Llc
    Durham, NC
    Murrells Inlet, SC
Other Businesses

Joshua Stilley is owner of JVS Financial L.L.C. This entity is a holding company and does not perform any business functions. The entity owns the RIA, TrustStone Wealth Partners, LLC. Joshua Vincent Stilley is a licensed insurance agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-27
  • S65 Uniform Investment Adviser Law Examination
    2018-04-27
Other Names
  • Joshua Vincent Stilley

View on SEC IAPD

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