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Mary Caroline Shamburg

Sheets Smith Wealth Management

Winston Salem, NC

CRD 6182594

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Employer firm

Sheets Smith Wealth Management CRD 105710

$1.37B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Sheets Smith Wealth Management

120 Club Oaks Court Suite 200, Winston Salem, NC 27104-4680 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2017-12-13
  • NC RA
    APPROVED
    Since 2017-12-13

Branch Locations

120 Club Oaks Court Suite 200, Winston Salem, NC 27104-4680 • 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
Jbj Investment Partners, Llc Mount Pleasant SC 04/2014 07/2017
Sheets Smith Wealth Management Winston-Salem NC 11/2017 Present
Hmc Parnters Greensboro NC 08/2017 10/2017
  • 04/2014 → 07/2017
    Jbj Investment Partners, Llc
    Mount Pleasant, SC
  • 11/2017 → Present
    Sheets Smith Wealth Management
    Winston-Salem, NC
  • 08/2017 → 10/2017
    Hmc Parnters
    Greensboro, NC
Previous Registrations
  • 2015-04-07 → 2017-07-20
    Jbj Investment Partners, Llc
    Charleston, SC
  • 2013-07-03 → 2014-05-02
    Triangle Wealth Management
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-03
  • S65 Uniform Investment Adviser Law Examination
    2013-07-03
Other Names
  • Caroline Hinkle
  • Mary Caroline Hinkle

View on SEC IAPD

Nearby Firms

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LPL FINANCIAL LLC
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Nearby Investors

JASON PAUL STERN
RYAN EDWARD BEAUDRY
CARLA WICKLINE THRASHER

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · WINSTON SALEM, NC
LPL FINANCIAL LLC · WINSTON SALEM, NC
EDWARD JONES · WINSTON SALEM, NC

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