Inactive

Charlotte Gafford Mabry

Delphi Wealth Management LLC

Primm Springs, TN

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Current Employers

Delphi Wealth Management Llc

Primm Springs, TN • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APP_PEND_IARCE	2026-01-01

TN RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

Primm Springs, TN • United States

Disclosures

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.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mabry-Calvin, Llc	Franklin	TN	01/1991	12/2020
Delphi Wealth Management Llc	Primm Springs	TN	01/2020	Present

01/1991 → 12/2020

Mabry-Calvin, Llc

Franklin, TN
01/2020 → Present

Delphi Wealth Management Llc

Primm Springs, TN

Previous Registrations

2010-02-08 → 2020-12-31

Sage Investment Counsel

Franklin, TN
2004-01-21 → 2011-04-28

&Partners

Franklin, TN

Nashville, TN

Franklin, TN

Nashville, TN
2004-06-03 → 2009-12-31

Sage Investment Counsel

Franklin, TN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-10-23
S63	Uniform Securities Agent State Law Examination	1982-02-11

S65 Uniform Investment Adviser Law Examination

1996-10-23
S63 Uniform Securities Agent State Law Examination

1982-02-11

Other Names

Charlotte G Mabry
Charlotte Gafford Ashworth
Charlotte Elizabeth Gafford
Charlotte D'AIlly Gafford
Charlotte Gafford Mabry

View on SEC IAPD

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