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Tracy Ryan Davies

Hamilton Point Investment Advisors, LLC

Chapel Hill, NC

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Current Employers
Hamilton Point Investment Advisors, Llc

1450 Environ Way, Chapel Hill, NC 27517 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2020-07-01
  • NC RA
    APPROVED
    Since 2020-07-01

Branch Locations

1450 Environ Way, Chapel Hill, NC 27517 • 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
Hamilton Point Investment Advisors, Llc Chapel Hill NC 01/2017 01/2019
Unemployed Chapel Hill NC 01/2016 01/2017
Unemployed Darien CT 01/2019 06/2020
Hamilton Point Investment Advisors, Llc Chapel Hill NC 06/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-08
  • S66 Uniform Combined State Law Examination
    2008-04-08
Designations
Other Names
  • Tracy Wilkinson Ryan
  • Tracy R. Davies

View on SEC IAPD

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Other Offices

FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
ABSHER WEALTH MANAGEMENT, LLC · CHAPEL HILL, NC
FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
RBC CAPITAL MARKETS, LLC · Chapel Hill, NC
TRUIST ADVISORY SERVICES, INC. · CHAPEL HILL, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHAPEL HILL, NC
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CHAPEL HILL, NC
ROBERT W. BAIRD & CO. INCORPORATED · Chapel Hill, NC

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