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Inactive

Peter Madison Walton

7Pw Wealth, LLC

Davidson, NC

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Current Employers
7Pw Wealth, Llc

Davidson, NC • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-02-27
NC RA APPROVED 2022-10-20
  • SC RA
    APPROVED
    Since 2025-02-27
  • NC RA
    APPROVED
    Since 2022-10-20

Branch Locations

Davidson, 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
OrganizationCityStateFromTo
Traverse Partners, Llc Mooresville NC 08/2011 12/2020
Greerwalker Wealth Llc Charlotte NC 11/2020 08/2022
7Pw Wealth, Llc Davidson NC 09/2022 Present
  • 08/2011 → 12/2020
    Traverse Partners, Llc
    Mooresville, NC
  • 11/2020 → 08/2022
    Greerwalker Wealth Llc
    Charlotte, NC
  • 09/2022 → Present
    Davidson, NC
Previous Registrations
  • 2020-11-23 → 2022-09-21
    Greerwalker Wealth Llc
    Charlotte, NC
  • 2011-08-29 → 2020-12-31
    Traverse Wealth
    Mooresville, NC
  • 2010-02-01 → 2011-08-19
    Charlotte, NC
Other Businesses

7PW Consulting, LLC; non-investment related; Davidson, NC 28036; Business Consulting; CEO/President; Start date - August 2022; 5 hours per month; 0 during trading hours; Consultant for project based engagements.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-01-28
  • S66 Uniform Combined State Law Examination
    2010-01-28

View on SEC IAPD

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