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Rivertree Wealth CRD 329595
$143M regulatory AUM 165 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
415 N. Mckinley St. Suite 1047, Little Rock, AR 72205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-17 |
| NC | RA | APPROVED | 2025-10-20 |
Branch Locations
Wake Forest, NC • United States
415 N. Mckinley St. Suite 1047, Little Rock, AR 72205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments Institutional Operations Company Inc. | Durham | NC | 04/2016 | 04/2017 |
| Crossroads Fellowship Church | Raleigh | NC | 04/2014 | 04/2017 |
| Fidelity Brokerage Services Llc | Durham | NC | 04/2017 | 02/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 02/2019 |
| Thrivent Investment Management Inc | Wake Forest | NC | 02/2019 | 04/2020 |
| Thrivent Financial | Appleton | WI | 02/2019 | 05/2019 |
| Thrivent Financial | Appleton | WI | 05/2019 | 04/2020 |
| Unemployed | Wake Forest | NC | 04/2020 | 11/2020 |
| Personal Capital Advisors Corporation | Wake Forest | NC | 11/2020 | 04/2023 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 07/2025 |
| Empower Financial Services, Inc | Greenwood Village | CO | 07/2023 | 07/2025 |
| Rivertree Wealth | Wake Forest | NC | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-01 |
| S66 | Uniform Combined State Law Examination | 2017-07-18 |
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