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Inactive

Sadie Bishop

Hobart Wealth

Charlotte, NC

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Current Employers
Hobart Wealth

7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-30
  • NC RA
    APPROVED
    Since 2026-03-30

Branch Locations

7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277 • 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
Wfa Asset Management Corp Whitefish Bay WI 05/2021 08/2025
New York Life Insurance Company Downers Grove IL 09/2020 05/2021
Dse Financial Services Delafield WI 06/2019 09/2020
Salto Gymnastics Center Waukesha WI 06/2018 09/2020
Waukesha School District Waukesha WI 01/2019 01/2019
Urj Olin Sang Ruby Union Institute Oconomowoc WI 06/2016 08/2018
University Of Wisconsin La-Crosse La Crosse WI 05/2015 05/2019
Hobart Wealth Charlotte NC 09/2025 Present
  • 05/2021 → 08/2025
    Wfa Asset Management Corp
    Whitefish Bay, WI
  • 09/2020 → 05/2021
    New York Life Insurance Company
    Downers Grove, IL
  • 06/2019 → 09/2020
    Dse Financial Services
    Delafield, WI
  • 06/2018 → 09/2020
    Salto Gymnastics Center
    Waukesha, WI
  • 01/2019 → 01/2019
    Waukesha School District
    Waukesha, WI
  • 06/2016 → 08/2018
    Urj Olin Sang Ruby Union Institute
    Oconomowoc, WI
  • 05/2015 → 05/2019
    University Of Wisconsin La-Crosse
    La Crosse, WI
  • 09/2025 → Present
    Hobart Wealth
    Charlotte, NC
Other Businesses

Independent Insurance Agent; investment-related; started 09/2022; zero hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-30
  • S65 Uniform Investment Adviser Law Examination
    2026-03-30
Other Names
  • Sadie M Bishop

View on SEC IAPD

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MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

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