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Alexis Lynn Delia

Tilia Fiduciary Partners, Inc.

Wilmington, NC

CRD 7770687

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Employer firm

Tilia Fiduciary Partners, Inc. CRD 157852

$404M regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Tilia Fiduciary Partners, Inc.

32 N. Front Street, Wilmington, NC 28401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-29
NC RA APPROVED 2023-06-16
  • TX RA
    APPROVED
    Since 2024-08-29
  • NC RA
    APPROVED
    Since 2023-06-16

Branch Locations

32 N. Front Street, Wilmington, NC 28401 • 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
Tilia Fiduciary Partners Wilmington NC 02/2023 Present
Hachette Book Group Wilmington NC 08/2022 01/2023
A. Noble Events & Design Wilmington NC 01/2022 06/2022
Common Desk Wilmington NC 01/2021 08/2021
University Of North Carolina Wilmington Wilmington NC 08/2019 12/2020
Westlake High School Austin TX 08/2018 06/2019
Wakefield High School Arlington VA 09/2017 06/2018
Fairfax High School Fairfax VA 09/2015 06/2017
Unemployed Wilmington NC 09/2021 12/2022
  • 02/2023 → Present
    Tilia Fiduciary Partners
    Wilmington, NC
  • 08/2022 → 01/2023
    Hachette Book Group
    Wilmington, NC
  • 01/2022 → 06/2022
    A. Noble Events & Design
    Wilmington, NC
  • 01/2021 → 08/2021
    Common Desk
    Wilmington, NC
  • 08/2019 → 12/2020
    University Of North Carolina Wilmington
    Wilmington, NC
  • 08/2018 → 06/2019
    Westlake High School
    Austin, TX
  • 09/2017 → 06/2018
    Wakefield High School
    Arlington, VA
  • 09/2015 → 06/2017
    Fairfax High School
    Fairfax, VA
  • 09/2021 → 12/2022
    Unemployed
    Wilmington, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-14
  • S65 Uniform Investment Adviser Law Examination
    2023-06-14
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

MATTHEW STEPHEN BENNETT
Gary R Bechtold
EDWARD MONTGOMERY KNOX

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · Wilmington, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC

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