Best Investors
Account
Sign in
Best Investors
Account
Sign in
Triangle Wealth Management CRD 148156
$1.29B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1301 Annapolis Drive, Raleigh, NC 27608 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-04 |
| NC | RA | APPROVED | 2009-05-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triangle Securities, Llc | Raleigh | NC | 02/2000 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-14 |
Reach out to this advisor