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Briggs Powell Bouchillon

Blue Financial

Charlotte, NC

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Current Employers
Blue Financial

5970 Fairview Road, Suite 400, Charlotte, NC 28210 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-08-20
  • NC RA
    APPROVED
    Since 2025-08-20

Branch Locations

5970 Fairview Road, Suite 400, Charlotte, NC 28210 • 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
Jordan Lash Charleston SC 08/2021 12/2021
College Of Charleston Charleston SC 01/2018 05/2022
Doordash Charleston SC 01/2019 01/2021
Home Making Savannah GA 01/2021 08/2021
The Vanguard Group, Inc. Charlotte NC 05/2022 08/2025
Blue Wealth, Inc. Charlotte NC 08/2025 Present
Student Charleston SC 08/2015 01/2019
  • 08/2021 → 12/2021
    Jordan Lash
    Charleston, SC
  • 01/2018 → 05/2022
    College Of Charleston
    Charleston, SC
  • 01/2019 → 01/2021
    Doordash
    Charleston, SC
  • 01/2021 → 08/2021
    Home Making
    Savannah, GA
  • 05/2022 → 08/2025
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2025 → Present
    Blue Wealth, Inc.
    Charlotte, NC
  • 08/2015 → 01/2019
    Student
    Charleston, SC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-10-11
  • S63 Uniform Securities Agent State Law Examination
    2022-10-11
Designations
Other Names
  • Briggs Bouchillon

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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