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Advisor at SHEETS SMITH WEALTH MANAGEMENT
WINSTON SALEM, 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 |
|---|---|---|---|---|---|---|
| SHEETS SMITH WEALTH MANAGEMENT | Independent wealth | Dec 13, 2017 | n/a | yes | WINSTON SALEM, NC | Current employment |
| JBJ INVESTMENT PARTNERS, LLC | Former SEC adviser | Apr 7, 2015 | Jul 20, 2017 | no | CHARLESTON, SC | Previous registration |
| TRIANGLE WEALTH MANAGEMENT | Independent wealth | Jul 3, 2013 | May 2, 2014 | no | RALEIGH, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JBJ INVESTMENT PARTNERS, LLC | SHEETS SMITH WEALTH MANAGEMENT | Jul 20, 2017 | Dec 13, 2017 | 146 | Firm change | Other |
| TRIANGLE WEALTH MANAGEMENT | JBJ INVESTMENT PARTNERS, LLC | May 2, 2014 | Apr 7, 2015 | 340 | Firm change | Other |