Best Investors Account Sign in
Inactive

Robert Forest Boulton

Smith Salley Wealth Management

Greensboro, NC

Claim This Profile
Current Employers
Smith Salley Wealth Management

324 West Wendover Avenue Suite 301, Greensboro, NC 27408 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-11-07
  • NC RA
    APPROVED
    Since 2025-11-07

Branch Locations

324 West Wendover Avenue Suite 301, Greensboro, NC 27408 • 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
First Citizens Investor Services Raleigh NC 06/2024 09/2025
First Citizens Bank Greensboro NC 05/2023 08/2023
First Citizens Bank Greensboro NC 06/2022 08/2022
Jimmy Johns Greensboro NC 05/2021 08/2021
Unemployed Greensboro NC 01/2013 08/2020
First Citizens Bank Raleigh NC 06/2024 09/2025
Smith Salley Wealth Management Greensboro NC 09/2025 Present
North Carolina State University Raleigh NC 08/2020 05/2024
  • 06/2024 → 09/2025
    First Citizens Investor Services
    Raleigh, NC
  • 05/2023 → 08/2023
    First Citizens Bank
    Greensboro, NC
  • 06/2022 → 08/2022
    First Citizens Bank
    Greensboro, NC
  • 05/2021 → 08/2021
    Jimmy Johns
    Greensboro, NC
  • 01/2013 → 08/2020
    Unemployed
    Greensboro, NC
  • 06/2024 → 09/2025
    First Citizens Bank
    Raleigh, NC
  • 09/2025 → Present
    Smith Salley Wealth Management
    Greensboro, NC
  • 08/2020 → 05/2024
    North Carolina State University
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-07
S63 Uniform Securities Agent State Law Examination 2024-08-14
  • S65 Uniform Investment Adviser Law Examination
    2025-11-07
  • S63 Uniform Securities Agent State Law Examination
    2024-08-14
Other Names
  • Robbie Forest Boulton

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BY DESIGN FINANCIAL PLANNING
AMERITAS ADVISORY SERVICES, LLC
SMITH PARTNERS WEALTH MANAGEMENT, LLC
CREDIT UNION INVESTMENT SERVICES

Other Investors

Bradley Donald Ross
Douglas Kenely
Ashley Cook
KEVIN BLAKE GUNTER
Jeffrey David Bercaw
John B Bailey
RANDAL LYNN SIPKEMA
PHILLIP PATRICK SIELATYCKI

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

More in Greensboro, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor