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Robert Jay Wagler

Reliant Investment Partners, LLC

Pinehurst, NC

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Current Employers
Reliant Investment Partners, Llc

293 Olmsted Blvd Suite 11B-4, Pinehurst, NC 28374 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2018-10-19
  • NC RA
    APPROVED
    Since 2018-10-19

Branch Locations

293 Olmsted Blvd Suite 11B-4, Pinehurst, NC 28374 • 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
Wells Fargo Advisors Llc Pinehurst NC 05/2009 11/2016
Wells Fargo Clearing Services, Llc Pinehurst NC 11/2016 08/2017
Emerald Investment Partners, Llc Pinehurst NC 09/2017 06/2018
Wealth & Financial Advocate Group Pinehurst NC 09/2017 Present
Reliant Investment Partners, Llc Pinehurst NC 07/2018 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Pinehurst, NC
  • 11/2016 → 08/2017
    Wells Fargo Clearing Services, Llc
    Pinehurst, NC
  • 09/2017 → 06/2018
    Emerald Investment Partners, Llc
    Pinehurst, NC
  • 09/2017 → Present
    Wealth & Financial Advocate Group
    Pinehurst, NC
  • 07/2018 → Present
    Reliant Investment Partners, Llc
    Pinehurst, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-23
  • S66 Uniform Combined State Law Examination
    2009-01-23
Other Names
  • Robert Wagler

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST CITIZENS INVESTOR SERVICES, INC.
TRUIST ADVISORY SERVICES, INC.
COURSE MANAGEMENT INVESTMENT ADVISORS, LLC

Other Investors

Lorin Noelle Wagler
JOHN PATRICK HUTCHINSON
MARK ALAN BARE
Gregory Robert Grimshaw
Troy Puchalski
Kevin M Ley
THOMAS PATRICK WALTERS
THOMAS PATRICK WALTERS

Other Offices

GOLDEN PINE ADVISORY, LLC · PINEHURST, NC
EDWARD JONES · PINEHURST, NC
LEVEL FOUR ADVISORY SERVICES · PINEHURST, NC
WELLS FARGO CLEARING SERVICES, LLC · PINEHURST, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · West End, NC
FIRST CITIZENS INVESTOR SERVICES, INC. · PINEHURST, NC
TRUIST ADVISORY SERVICES, INC. · PINEHURST, NC
COURSE MANAGEMENT INVESTMENT ADVISORS, LLC · PINEHURST, NC

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