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Frank Gehman Jolley

Live Oak Private Wealth, LLC

Rocky Mount, NC

Wilmington, NC

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Current Employers
Live Oak Private Wealth, Llc

1741 Tiburon Drive, Wilmington, NC 28403 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-03-24
VA RA APPROVED 2022-03-24
NC RA APPROVED 2020-05-13
  • TX RA
    APPROVED
    Since 2022-03-24
  • VA RA
    APPROVED
    Since 2022-03-24
  • NC RA
    APPROVED
    Since 2020-05-13

Branch Locations

210 Bryant Street Suite A, Rocky Mount, NC 27804 • United States

1741 Tiburon Drive, Wilmington, NC 28403 • 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
Jolley Asset Management, Llc Rocky Mount NC 07/1998 04/2020
Live Oak Private Wealth, Llc Wilmington NC 05/2020 Present
Previous Registrations
  • 2004-02-11 → 2020-04-30
    Jolley Asset Management, Llc
    Rocky Mount, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1981-10-02
  • S63 Uniform Securities Agent State Law Examination
    1981-10-02
Designations

View on SEC IAPD

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