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Charles Stuart Terry

Shepherd Wealth Partners

Waxhaw, NC

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Current Employers
Shepherd Wealth Partners

Waxhaw, NC • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2017-07-03
NC RA APPROVED 2017-06-20
  • SC RA
    APPROVED
    Since 2017-07-03
  • NC RA
    APPROVED
    Since 2017-06-20

Branch Locations

Waxhaw, 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
Ronald Blue & Co. Charlotte NC 03/2006 06/2017
Shepherd Wealth Partners, Llc Matthews NC 06/2017 Present
  • 03/2006 → 06/2017
    Ronald Blue & Co.
    Charlotte, NC
  • 06/2017 → Present
    Shepherd Wealth Partners, Llc
    Matthews, NC
Previous Registrations
  • 2006-07-11 → 2017-06-05
    Ronald Blue & Co., Llc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-07
  • S65 Uniform Investment Adviser Law Examination
    2006-07-07
Designations
Other Names
  • Charles S Terry

View on SEC IAPD

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