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Joshua Bennett Burgess

Peace Of Mind Wealth Management

Raleigh, NC

Raleigh, NC

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Current Employers
Peace Of Mind Wealth Management

4101 Lake Boone Trail Suite 111, Raleigh, NC 27607 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-05-28
  • NC RA
    APPROVED
    Since 2024-05-28

Branch Locations

4101 Lake Boone Trail Suite 111, Raleigh, NC 27607 • United States

4101 Lake Boone Trail Suite 111, Raleigh, NC 27607 • 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
Choreo, Llc Charlotte NC 02/2022 04/2024
Rsm Us Wealth Management Llc Charlotte NC 06/2021 02/2022
Western Carolina University Cullowhee NC 08/2020 12/2020
Rsm Us Wealth Management Llc Charlotte NC 01/2021 05/2021
Rsm Us Wealth Management Llc Charlotte NC 07/2020 08/2020
Arby'S Stow OH 03/2020 07/2020
Western Carolina University Cullowhee NC 08/2019 03/2020
Practical Financial Planning Rocky River OH 05/2019 08/2019
Western Carolina University Cullowhee NC 08/2018 05/2019
Arby'S Stow OH 05/2018 08/2018
Dollar General Sylva NC 02/2018 05/2018
Western Carolina University Cullowhee NC 07/2017 05/2018
Arby'S Canfield OH 06/2016 07/2017
Western Carolina University Cullowhee NC 08/2019 05/2020
Western Carolina University Cullowhee NC 08/2020 05/2021
Heartland Christian School Columbiana OH 08/2003 05/2017
Peace Of Mind Wealth Management Raleigh NC 05/2024 Present
  • 02/2022 → 04/2024
    Choreo, Llc
    Charlotte, NC
  • 06/2021 → 02/2022
    Rsm Us Wealth Management Llc
    Charlotte, NC
  • 08/2020 → 12/2020
    Western Carolina University
    Cullowhee, NC
  • 01/2021 → 05/2021
    Rsm Us Wealth Management Llc
    Charlotte, NC
  • 07/2020 → 08/2020
    Rsm Us Wealth Management Llc
    Charlotte, NC
  • 03/2020 → 07/2020
    Arby'S
    Stow, OH
  • 08/2019 → 03/2020
    Western Carolina University
    Cullowhee, NC
  • 05/2019 → 08/2019
    Practical Financial Planning
    Rocky River, OH
  • 08/2018 → 05/2019
    Western Carolina University
    Cullowhee, NC
  • 05/2018 → 08/2018
    Arby'S
    Stow, OH
  • 02/2018 → 05/2018
    Dollar General
    Sylva, NC
  • 07/2017 → 05/2018
    Western Carolina University
    Cullowhee, NC
  • 06/2016 → 07/2017
    Arby'S
    Canfield, OH
  • 08/2019 → 05/2020
    Western Carolina University
    Cullowhee, NC
  • 08/2020 → 05/2021
    Western Carolina University
    Cullowhee, NC
  • 08/2003 → 05/2017
    Heartland Christian School
    Columbiana, OH
  • 05/2024 → Present
    Peace Of Mind Wealth Management
    Raleigh, NC
Previous Registrations
  • 2022-08-24 → 2024-05-07
    Choreo, Llc
    Charlotte, NC
    Rockford, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-24
  • S65 Uniform Investment Adviser Law Examination
    2022-08-24
Designations
Other Names
  • Ben Burgess

View on SEC IAPD

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Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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