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Inactive

Sarah Marie Slattery

Piecapital

Raleigh, NC

Washington, DC

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Current Employers
Piecapital

555 Fayetteville Street Suite #300, Raleigh, NC 27601 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-08-12
  • DC RA
    APPROVED
    Since 2026-08-12

Branch Locations

555 Fayetteville Street Suite #300, Raleigh, NC 27601 • United States

700 Pennsylvania Ave Se Suite 2099, Washington, DC 20003 • 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
Truist Bank Charlotte NC 07/2015 04/2026
Piecapital Wealth Management Llc Washington DC 07/2026 Present
Piecapital Wealth Management Llc Raleigh NC 07/2026 Present
  • 07/2015 → 04/2026
    Truist Bank
    Charlotte, NC
  • 07/2026 → Present
    Piecapital Wealth Management Llc
    Washington, DC
  • 07/2026 → Present
    Piecapital Wealth Management Llc
    Raleigh, NC
Previous Registrations
  • 2012-08-10 → 2015-07-20
    Wealthvalues, Llc
    Redwood City, CA
  • 2006-02-16 → 2011-02-26
    1St Global Advisors Inc
    Sante Fe Springs, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-12
  • S66 Uniform Combined State Law Examination
    2004-06-12
Designations
Other Names
  • Sarah M Burney
  • Sarah Slattery

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

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JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

More in Raleigh, NC

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