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Anna Susan Haldeman

Smith Salley Wealth Management

Greensboro, NC

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Current Employers
Smith Salley Wealth Management

324 West Wendover Avenue Suite 301, Greensboro, NC 27408 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-02-11
  • NC RA
    APPROVED
    Since 2022-02-11

Branch Locations

324 West Wendover Avenue Suite 301, Greensboro, NC 27408 • 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
Smith, Salley & Associates Greensboro NC 06/2021 Present
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2017 05/2021
Morehead-Cain Foundation Porter NC 03/2018 12/2019
Caldwell Academy Greensboro NC 01/2012 05/2017
  • 06/2021 → Present
    Smith, Salley & Associates
    Greensboro, NC
  • 08/2017 → 05/2021
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 03/2018 → 12/2019
    Morehead-Cain Foundation
    Porter, NC
  • 01/2012 → 05/2017
    Caldwell Academy
    Greensboro, NC
Other Businesses

Anna Haldeman is a Yoga Instructor at Radiance Yoga, which is located at 1860 Pembroke Road, Greensboro, NC 27408. This is not a an investment-related business. Her start date for this activity is September 2024. Anna spends approximately 1 - 3 hours per week teaching yoga, typically outside of securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-14
  • S65 Uniform Investment Adviser Law Examination
    2021-10-14

View on SEC IAPD

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