John Edwin Stillman

Current Employers

Rosewood Wealth Management

Durham, NC • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2016-12-02

NC RA
APPROVED

Since 2016-12-02

Branch Locations

Durham, 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

Organization	City	State	From	To
Carolina Wealth Stewards, Llc	Durham	NC	01/2015	Present
Third Wheel Media	Durham	NC	01/2014	Present
Carolina Wealth Stewards, Llc	Durham	NC	12/2016	Present
Ae Wealth Management, Llc	Topeka	KS	12/2016	Present

01/2015 → Present

Carolina Wealth Stewards, Llc

Durham, NC
01/2014 → Present

Third Wheel Media

Durham, NC
12/2016 → Present

Carolina Wealth Stewards, Llc

Durham, NC
12/2016 → Present

Ae Wealth Management, Llc

Topeka, KS

Previous Registrations

2016-12-02 → 2023-04-03

Ae Wealth Management, Llc

Durham, NC
2014-10-14 → 2016-12-01

Madrona Financial & Cpas

Apex, NC

Durham, NC

Durham, NC

Other Businesses

1) CO-OWNER OF A MARKETING COMPANY, THIRD WHEEL MEDIA, LLC. FOUNDED IN FEBRUARY 2014. APPROXIMATELY 20 HOURS PER MONTH. NO HOURS DURING TRADING DAY. 2) INVESTMENT ADVISER REPRESENTATIVE ON BEHALF OF CAROLINA WEALTH STEWARDS, INVESTMENT RELATED. 5107 SOUTHPARK DR. SUITE 201-B, DURHAM, NC 27713. MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER. 160 HOURS/MONTH, 160 HOURS/TRADING. 3) CAROLINA WEALTH STEWARDS, LLC- INSURANCE RELATED. 5107 SOUTHPARK DR. SUITE 201-B, DURHAM, NC 27713. PRESIDENT. 160 HOURS/MONTH, 160 HOURS/TRADING. FIXED AND INDEXED ANNUITY AND LIFE INSURANCE SALES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-08-21

S65 Uniform Investment Adviser Law Examination

2014-08-21

View on SEC IAPD