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Inactive

David Alan Worley

Colony Family Offices, LLC

Charlotte, NC

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Current Employers
Colony Family Offices, Llc

4250 Congress Street Suite 175, Charlotte, NC 28209 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-04-25
  • NC RA
    APPROVED
    Since 2022-04-25

Branch Locations

4250 Congress Street Suite 175, Charlotte, NC 28209 • 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
Colony Family Offices, Llc Charlotte NC 07/2016 08/2022
Colony Family Offices, Llc Charlotte NC 08/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-25
  • S65 Uniform Investment Adviser Law Examination
    2022-04-25

View on SEC IAPD

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