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Joseph Lee Parker

Triangle Wealth Management

Raleigh, NC

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Current Employers
Triangle Wealth Management

1301 Annapolis Drive, Raleigh, NC 27608 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2009-05-28
  • NC RA
    APPROVED
    Since 2009-05-28

Branch Locations

1301 Annapolis Drive, Raleigh, NC 27608 • 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
Triangle Wealth Management Raleigh NC 09/2000 Present
Previous Registrations
  • 2006-01-24 → 2010-12-31
    Triangle Securities, Llc
    Raleigh, NC
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-01-23
S63 Uniform Securities Agent State Law Examination 1986-05-22
  • S65 Uniform Investment Adviser Law Examination
    2006-01-23
  • S63 Uniform Securities Agent State Law Examination
    1986-05-22

View on SEC IAPD

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