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Current Employers
Tru Independence Asset Management, Llc

15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-02-12
  • NC RA
    APPROVED
    Since 2026-02-12

Branch Locations

1515 Mockingbird Lane Suite 880, Charlotte, NC 28209 • United States

15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • 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
Charles Schwab & Co., Inc. Winston-Salem NC 01/2021 12/2021
Purdue University West Lafayette IN 08/2016 05/2019
Rsm Us, Llp Schaumburg IL 06/2018 08/2018
Midland Ira Chicago IL 05/2017 08/2017
Charles Schwab & Co., Inc. Huntersville NC 09/2023 08/2025
Apw Inc Rockaway NJ 09/2025 11/2025
Apw Inc Rockaway NJ 11/2025 Present
Tru Independence Asset Management Llc Dba Yellowwood Wealth Solu Charlotte NC 10/2025 Present
Td Ameritrade Huntersville NC 12/2021 09/2023
Charles Schwab Indianapolis IN 06/2019 01/2021
  • 01/2021 → 12/2021
    Winston-Salem, NC
  • 08/2016 → 05/2019
    Purdue University
    West Lafayette, IN
  • 06/2018 → 08/2018
    Rsm Us, Llp
    Schaumburg, IL
  • 05/2017 → 08/2017
    Midland Ira
    Chicago, IL
  • 09/2023 → 08/2025
    Huntersville, NC
  • 09/2025 → 11/2025
    Apw Inc
    Rockaway, NJ
  • 11/2025 → Present
    Apw Inc
    Rockaway, NJ
  • 10/2025 → Present
    Tru Independence Asset Management Llc Dba Yellowwood Wealth Solu
    Charlotte, NC
  • 12/2021 → 09/2023
    Td Ameritrade
    Huntersville, NC
  • 06/2019 → 01/2021
    Charles Schwab
    Indianapolis, IN
Previous Registrations
  • 2023-08-14 → 2025-10-08
    Huntersville, NC
  • 2021-12-14 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Huntersville, NC
  • 2021-12-14 → 2022-10-14
    Td Ameritrade, Inc.
    Huntersville, NC
  • 2019-12-09 → 2021-12-14
    Indianapolis, IN
    Winston-Salem, NC
    Huntersville, NC
Other Businesses

1. YellowWood Wealth Solutions d/b/a under True Independence, Yes Investment Related, 1515 Mockingbird Lane Suite 880 Charlotte North Carolina 28209, RIA, Associate Wealth Solutions, 10/1/2025, 160 hours per month, 130 hours per month trading hours, relationship Manager serving as the primary point of contact for clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-09
  • S66 Uniform Combined State Law Examination
    2019-12-09
Designations
Other Names
  • Laura M Olney
  • Laura Olney
  • Laura Marie Olney

View on SEC IAPD

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