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Matthew Elliott Henry

Topsail Wealth Management LLC

Charlotte, NC

Cramerton, NC

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Current Employers
Topsail Wealth Management Llc

10800 Sikes Place Suite 230, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-06
  • NC RA
    APPROVED
    Since 2026-03-06

Branch Locations

10800 Sikes Place Suite 230, Charlotte, NC 28277 • United States

Cramerton, 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
The Vanguard Group, Inc. Charlotte NC 09/2016 02/2023
Unemployed Charlotte NC 05/2016 09/2016
Edward Jones Stanley NC 02/2023 03/2026
Topsail Wealth Management Charlotte NC 03/2026 Present
  • 09/2016 → 02/2023
    The Vanguard Group, Inc.
    Charlotte, NC
  • 05/2016 → 09/2016
    Unemployed
    Charlotte, NC
  • 02/2023 → 03/2026
    Edward Jones
    Stanley, NC
  • 03/2026 → Present
    Topsail Wealth Management
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-11-08
  • S63 Uniform Securities Agent State Law Examination
    2016-11-08
Designations
Other Names
  • Matthew Elliott Henry
  • Matthew Henry

View on SEC IAPD

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