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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

VELINDA FINK BOST

Advisor at UWHARRIE INVESTMENT ADVISORS, INC.

ALBEMARLE, NC

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Search this name across graphsid dfx:ria:87ee7b94-13a2-6da2-71f5-aa9428076ed1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 11, 2007 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: UWHARRIE INVESTMENT ADVISORS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 16, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jun 16, 2006
First registration: Jun 11, 2007
Dual registered: yes, broker-dealer
Other names: VELINDA KAYE FINK|VELINDA FINK BOST|VELINDA FINK BOST
IAPD individual key: 2428985

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
UWHARRIE INVESTMENT ADVISORS, INC.	Independent wealth	May 16, 2025	n/a	yes	ALBEMARLE, NC	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Apr 22, 2025	no	GOLD HILL, NC\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Oct 18, 2022	Mar 31, 2025	no	GOLD HILL, NC	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 7, 2008	Aug 1, 2022	no	GRANITE QUARRY, NC\|KANNAPOLIS, NC	Previous registration
EDWARD JONES	National bd RIA	Jun 11, 2007	Oct 1, 2008	no	SALISBURY, NC\|SALISBURY, NC\|ST. LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	UWHARRIE INVESTMENT ADVISORS, INC.	Apr 22, 2025	May 16, 2025	24	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
LPL FINANCIAL LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Aug 1, 2022	Oct 18, 2022	78	Firm change	RIA to ibd
EDWARD JONES	LPL FINANCIAL LLC	Oct 1, 2008	Oct 7, 2008	6	Firm change	Other

Relationships

Registered with (5)

→ UWHARRIE INVESTMENT ADVISORS, INC.Registered adviserregistration: current employment
May 16, 2025 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Apr 22, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Oct 18, 2022 to Mar 31, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 7, 2008 to Aug 1, 2022factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jun 11, 2007 to Oct 1, 2008factForm ADV

Dated events

Occurred
Apr 22, 2025
Advisor changed firm
Velinda Fink Bost left Strategic Advisers Llc for Uwharrie Investment Advisors, Inc. (registered 2025-05-16)
Form ADVobserved 5 days ago
Occurred
Aug 1, 2022
Advisor changed firm
Velinda Fink Bost left Lpl Financial Llc for Fidelity Personal And Workplace Advisors (registered 2022-10-18)
Form ADVobserved 5 days ago