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Olivia Bailey Green

Davis Investment Partners, LLC

Charlotte, NC

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Current Employers
Davis Investment Partners, Llc

4521 Sharon Road Suite 375, Charlotte, NC 28211 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-12-05
  • NC RA
    APPROVED
    Since 2022-12-05

Branch Locations

4521 Sharon Road Suite 375, Charlotte, NC 28211 • 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
Davis Investment Partners Charlotte NC 06/2022 Present
Grayco Charlotte NC 07/2021 05/2022
Rkw Residential Charlotte NC 05/2020 07/2021
Kane Residential Raleigh NC 08/2017 05/2020
North Carolina State University Raleigh NC 09/2013 06/2017
  • 06/2022 → Present
    Davis Investment Partners
    Charlotte, NC
  • 07/2021 → 05/2022
    Grayco
    Charlotte, NC
  • 05/2020 → 07/2021
    Rkw Residential
    Charlotte, NC
  • 08/2017 → 05/2020
    Kane Residential
    Raleigh, NC
  • 09/2013 → 06/2017
    North Carolina State University
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-03
  • S65 Uniform Investment Adviser Law Examination
    2022-12-03
Other Names
  • Olivia Bailey

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
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