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Marsha Thorne

Worth Advisors

Charlotte, NC

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Current Employers
Worth Advisors

2020 S. Tryon Street Suite 2B, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-05
  • NC RA
    APPROVED
    Since 2026-05-05

Branch Locations

2020 S. Tryon Street Suite 2B, Charlotte, NC 28203 • 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
First Citizens Bank Charlotte NC 08/2015 09/2017
First Citizens Investor Services Raleigh NC 08/2015 09/2017
Morgan Stanley Charlotte NC 01/2018 04/2026
Unemployed Charlotte NC 09/2017 12/2017
Worth Advisors Charlotte NC 04/2026 Present
  • 08/2015 → 09/2017
    First Citizens Bank
    Charlotte, NC
  • 08/2015 → 09/2017
    First Citizens Investor Services
    Raleigh, NC
  • 01/2018 → 04/2026
    Morgan Stanley
    Charlotte, NC
  • 09/2017 → 12/2017
    Unemployed
    Charlotte, NC
  • 04/2026 → Present
    Worth Advisors
    Charlotte, NC
Previous Registrations
  • 2018-06-07 → 2026-05-07
    Morgan Stanley
    Charlotte, NC
    Cornelius, NC
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-07
S63 Uniform Securities Agent State Law Examination 2004-01-23
  • S66 Uniform Combined State Law Examination
    2018-06-07
  • S63 Uniform Securities Agent State Law Examination
    2004-01-23
Other Names
  • Marsha Thorne
  • Marsha Thorne
  • Marsha Thorne-Steger

View on SEC IAPD

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LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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