Inactive

Meghan Marie Oldis

Bragg Financial Advisors Inc

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Current Employers

Bragg Financial Advisors Inc

1031 South Caldwell St Suite 200, Charlotte, NC 28203 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2023-08-02

NC RA
APPROVED

Since 2023-08-02

Branch Locations

1031 South Caldwell St Suite 200, 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

Organization	City	State	From	To
Bragg Financial Advisors, Inc.	Charlotte	NC	07/2023	Present
Bank Of America Private Bank, N.A.	Charlotte	NC	03/2019	06/2023
Wells Fargo Private Bank, N.A.	Charlotte	NC	01/2005	03/2019

07/2023 → Present

Bragg Financial Advisors, Inc.

Charlotte, NC
03/2019 → 06/2023

Bank Of America Private Bank, N.A.

Charlotte, NC
01/2005 → 03/2019

Wells Fargo Private Bank, N.A.

Charlotte, NC

Designations

View on SEC IAPD

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