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Live Oak Private Wealth, LLC CRD 297904
$1.32B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1741 Tiburon Drive, Wilmington, NC 28403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-24 |
| VA | RA | APPROVED | 2022-03-24 |
| NC | RA | APPROVED | 2020-05-13 |
Branch Locations
210 Bryant Street Suite A, Rocky Mount, NC 27804 • United States
1741 Tiburon Drive, Wilmington, NC 28403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jolley Asset Management, Llc | Rocky Mount | NC | 07/1998 | 04/2020 |
| Live Oak Private Wealth, Llc | Wilmington | NC | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-10-02 |
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