Jennifer Broyhill Morehead

Current Employers

Uwharrie Investment Advisors, Inc.

132 North First Street, Albemarle, NC 28001 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2015-03-16

NC RA
APPROVED

Since 2015-03-16

Branch Locations

132 North First Street, Albemarle, NC 28001 • 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
Strategic Investment Adevisors	Albermarle	NC	09/2014	Present
Private Client Services, Llc.	Albermarle	NC	10/2014	Present

09/2014 → Present

Strategic Investment Adevisors

Albermarle, NC
10/2014 → Present

Private Client Services, Llc.

Albermarle, NC

Other Businesses

UWHARRIE INVESTMENT ADVISORS, 132 N FIRST STREET, ALBERMARLE, NC 28001. INVESTMENT-RELATED; ASST PORTFOLIO MGR/OPERATIONS. 128 HOURS PER MONTH, ALL DURING TRADING HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-03-02

S66 Uniform Combined State Law Examination

2015-03-02

Other Names

Jennifer Lynne Broyhill

View on SEC IAPD

Current Employers

Uwharrie Investment Advisors, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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