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Advisor at BOLIN CREEK WEALTH ADVISORS LLC
CHAPEL HILL, 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 |
|---|---|---|---|---|---|---|
| BOLIN CREEK WEALTH ADVISORS LLC | State registered | Mar 10, 2023 | n/a | yes | CHAPEL HILL, NC | Current employment |
| WOODWARD FINANCIAL ADVISORS, INC. | Independent wealth | Apr 27, 2017 | Dec 21, 2022 | no | CHAPEL HILL, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WOODWARD FINANCIAL ADVISORS, INC. | BOLIN CREEK WEALTH ADVISORS LLC | Dec 21, 2022 | Mar 10, 2023 | 79 | Firm change | RIA to state RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 150641:325013:NC:2022-12-21 | Dec 21, 2022 | Mar 10, 2023 | CHAPEL HILL, NC | Firm change |