Joanne B Burleson

Current Employers

Uwharrie Investment Advisors, Inc.

132 North First Street, Albemarle, NC 28001 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2010-05-20

NC RA
APPROVED

Since 2010-05-20

Branch Locations

132 North First Street, Albemarle, NC 28001 • 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
Uwharrie Capital Corp	Albemarle	NC	08/2009	Present
Strategic Investment Advisors	Albemarle	NC	08/2009	Present
Private Client Services Llc	Louisville	KY	11/2011	Present

08/2009 → Present

Uwharrie Capital Corp

Albemarle, NC
08/2009 → Present

Strategic Investment Advisors

Albemarle, NC
11/2011 → Present

Private Client Services Llc

Louisville, KY

Other Businesses

1)UWHARRIE INVESTMENT ADVISORS, 132 N 1ST ST, PO BOX 1517, ALBEMARLE, NC 28002-1517. SECURITIES-RELATED; OPERATIONAL SUPPORT. START DATE 8/4/2009. 80 HOURS/MONTH DURING MARKET HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-05-19

S66 Uniform Combined State Law Examination

2010-05-19

View on SEC IAPD

Current Employers

Uwharrie Investment Advisors, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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