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Advisor at PEACE OF MIND WEALTH MANAGEMENT
Chapel Hill, NC | RALEIGH, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PEACE OF MIND WEALTH MANAGEMENT | Independent wealth | Jul 9, 2025 | n/a | yes | Chapel Hill, NC|RALEIGH, NC | Current employment |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | Independent wealth | Nov 1, 2021 | Apr 25, 2025 | no | LOUISVILLE, KY|Garner, NC | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Sep 3, 2020 | Jun 21, 2021 | no | RALEIGH, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | PEACE OF MIND WEALTH MANAGEMENT | Apr 25, 2025 | Jul 9, 2025 | 75 | Firm change | RIA to RIA |
| EQUITABLE ADVISORS, LLC | STRATEGIC WEALTH INVESTMENT GROUP, LLC | Jun 21, 2021 | Nov 1, 2021 | 133 | Firm change | Ibd to RIA |