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Advisor at HAMILTON POINT INVESTMENT 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 |
|---|---|---|---|---|---|---|
| HAMILTON POINT INVESTMENT ADVISORS, LLC | Independent wealth | Jan 10, 2025 | n/a | yes | CHAPEL HILL, NC | Current employment |
| FOUNDERS FINANCIAL ALLIANCE, LLC | Independent wealth | Mar 1, 2018 | Nov 20, 2024 | no | Chapel Hill, NC | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Jan 1, 2004 | Jun 12, 2007 | no | WALNUT CREEK, CA|WALNUT CREEK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FOUNDERS FINANCIAL ALLIANCE, LLC | HAMILTON POINT INVESTMENT ADVISORS, LLC | Nov 20, 2024 | Jan 10, 2025 | 51 | Firm change | RIA to RIA |
| WELLS FARGO INVESTMENTS, LLC | FOUNDERS FINANCIAL ALLIANCE, LLC | Jun 12, 2007 | Mar 1, 2018 | 3,915 | Firm change after gap | Other |