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Erin Alguire Vickery

Old Peak Finance

Chapel Hill, NC

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Current Employers
Old Peak Finance

100 Europa Drive Suite 410, Chapel Hill, NC 27517 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-03-14
  • NC RA
    APPROVED
    Since 2022-03-14

Branch Locations

100 Europa Drive Suite 410, Chapel Hill, NC 27517 • 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
Cambridge Investment Research, Inc. Fairfield IA 12/2016 04/2018
Carolina Wealth Partners Raleigh NC 10/2016 09/2017
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2018 04/2018
Private Employer Vienna VA 01/2016 09/2016
Valta, Inc. Charlotte NC 10/2017 04/2018
Unemployed/Volunteering Raleigh NC 05/2018 08/2018
Saint Jaques Raleigh NC 08/2018 08/2019
Sankalpa Financial, Llc Raleigh NC 01/2019 03/2022
Old Peak Finance, Llc Chapel Hill NC 03/2022 Present
  • 12/2016 → 04/2018
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 10/2016 → 09/2017
    Carolina Wealth Partners
    Raleigh, NC
  • 01/2018 → 04/2018
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
  • 01/2016 → 09/2016
    Private Employer
    Vienna, VA
  • 10/2017 → 04/2018
    Valta, Inc.
    Charlotte, NC
  • 05/2018 → 08/2018
    Unemployed/Volunteering
    Raleigh, NC
  • 08/2018 → 08/2019
    Saint Jaques
    Raleigh, NC
  • 01/2019 → 03/2022
    Sankalpa Financial, Llc
    Raleigh, NC
  • 03/2022 → Present
    Old Peak Finance, Llc
    Chapel Hill, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-29
  • S66 Uniform Combined State Law Examination
    2017-03-29
Designations
Other Names
  • Erin Vickery

View on SEC IAPD

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Other Offices

FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
ABSHER WEALTH MANAGEMENT, LLC · CHAPEL HILL, NC
FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
RBC CAPITAL MARKETS, LLC · Chapel Hill, NC
TRUIST ADVISORY SERVICES, INC. · CHAPEL HILL, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHAPEL HILL, NC
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CHAPEL HILL, NC
ROBERT W. BAIRD & CO. INCORPORATED · Chapel Hill, NC

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