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David Brodie

Brodie Wealth Management

Cary, NC

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Current Employers
Brodie Wealth Management

2500 Regency Parkway, Cary, NC 27518 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-08-13
  • NC RA
    APPROVED
    Since 2025-08-13

Branch Locations

2500 Regency Parkway, Cary, NC 27518 • 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
Telecoach Group Caledon 10/2017 08/2018
Osaic Wealth Scottsdale AZ 02/2025 07/2025
Osaic Advisory Services Atlanta GA 05/2025 06/2025
Mars Canada Inc Bolton 05/2006 10/2017
Brodie Cpa Pllc Cary NC 08/2018 Present
  • 10/2017 → 08/2018
    Telecoach Group
    Caledon
  • 02/2025 → 07/2025
    Osaic Wealth
    Scottsdale, AZ
  • 05/2025 → 06/2025
    Osaic Advisory Services
    Atlanta, GA
  • 05/2006 → 10/2017
    Mars Canada Inc
    Bolton
  • 08/2018 → Present
    Brodie Cpa Pllc
    Cary, NC
Previous Registrations
Other Businesses

Brodie CPA PLLC CPA Firm 2500 Regency Parkway Cary NC 27518 Principal 20hrs/week

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-09
  • S66 Uniform Combined State Law Examination
    2025-05-09

View on SEC IAPD

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WELLNESS FINANCIAL ASSOCIATES LLC

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Karena Lyn Bagwell

Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

More in Cary, NC

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