Inactive

Maura Egan

Wholestory Wealth LLC

Claim This Profile

Current Employers

Wholestory Wealth Llc

Greensboro, NC • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-07-21
NC	RA	APPROVED	2026-05-22

IL RA
APPROVED

Since 2026-07-21
NC RA
APPROVED

Since 2026-05-22

Branch Locations

Greensboro, NC • 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

Organization	City	State	From	To
Wholestory Wealth Llc	Greensboro	NC	03/2026	Present
Sabbatical	Greensboro	NC	05/2025	02/2026
Lincoln Financial	Greensboro	NC	01/2013	04/2025

03/2026 → Present

Wholestory Wealth Llc

Greensboro, NC
05/2025 → 02/2026

Sabbatical

Greensboro, NC
01/2013 → 04/2025

Lincoln Financial

Greensboro, NC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-03-24

S65 Uniform Investment Adviser Law Examination

2026-03-24

View on SEC IAPD

More in Greensboro, NC

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor