Inactive

Shannon Thomas Wardlaw

Hamilton Point Investment Advisors, LLC

Chapel Hill, NC

CRD 3106033

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Employer firm

Hamilton Point Investment Advisors, LLC CRD 144534

$1.21B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

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

Current Employers

Hamilton Point Investment Advisors, Llc

1450 Environ Way, Chapel Hill, NC 27517 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2021-11-18
TX	RA	APPROVED	2021-11-18

NC RA
APPROVED

Since 2021-11-18
TX RA
APPROVED

Since 2021-11-18

Branch Locations

Austin, TX • United States

1450 Environ Way, Chapel Hill, NC 27517 • 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
Homemaker	Austin	TX	03/2015	01/2020
Stone Wealth Management	Austin	TX	01/2020	03/2020
Hamilton Point Investment Advisors, Llc	Chapel Hill	NC	10/2021	Present
Homemaker	Austin	TX	03/2020	10/2021

03/2015 → 01/2020

Homemaker

Austin, TX
01/2020 → 03/2020

Stone Wealth Management

Austin, TX
10/2021 → Present

Hamilton Point Investment Advisors, Llc

Chapel Hill, NC
03/2020 → 10/2021

Homemaker

Austin, TX

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-01-15

S63 Uniform Securities Agent State Law Examination

1999-01-15

Designations

Certified Financial Planner

Other Names

Shannon Jean Thomas

View on SEC IAPD

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