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Heather Olinger Lawrence

Alpha Financial Advisors, LLC

Charlotte, NC

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Current Employers
Alpha Financial Advisors, Llc

11325 N Community House Rd Suite #410, Charlotte, NC 28277-0524 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-03-24
TX RA APPROVED 2023-03-24
  • NC RA
    APPROVED
    Since 2023-03-24
  • TX RA
    APPROVED
    Since 2023-03-24

Branch Locations

11325 N Community House Rd Suite #410, Charlotte, NC 28277-0524 • 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
Truist Bank (Premerger Bb&T) Charlotte NC 07/2016 03/2018
Stay At Home Mother Mint Hill NC 04/2018 03/2021
Relience Wealth Advisors, Llc Charlotte NC 04/2021 Present
  • 07/2016 → 03/2018
    Truist Bank (Premerger Bb&T)
    Charlotte, NC
  • 04/2018 → 03/2021
    Stay At Home Mother
    Mint Hill, NC
  • 04/2021 → Present
    Relience Wealth Advisors, Llc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-20
  • S66 Uniform Combined State Law Examination
    2008-11-20
Designations
Other Names
  • Heather Olivia Olinger
  • Heather Olivia Olinger Lawrence

View on SEC IAPD

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