Dustin Marshall Waide

Employer firm

Laurel Wealth Advisors, LLC CRD 118469

$1.11B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → Present
  Laurel Wealth Advisors Llc
  Charlotte, NC

Previous Registrations

• 2001-12-31 → 2009-09-03
  Wedge Capital Management Llp
  Charlotte, NC

Other Businesses

Mortimer Enterprises; Investment related: Yes; 1355 Greenwood Cliff, Ste 301 Charlotte NC 28204 United States; Real estate ownership vehicle for office space leased to Laurel Wealth Advisors; Member; 2023-06-23; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-27

Designations

• Certified Financial Planner