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Davidson, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-02-27 |
| NC | RA | APPROVED | 2022-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-28 |
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