RIA Intelligence

Title

C•••••••••reportedpwmofnc.comfirm site, Sep 16, 2026

Founder

“C•••••••••”reportedpwmofnc.comthe sentence on the bio page

Business email

rick@pwmofnc.comreportedpwmofnc.comfirm site, Sep 16, 2026

Professional profile

pwmofnc.com/team/richard-speersreportedpwmofnc.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• P•••••• W••••• M••••••••• O• N•••• C••••••• L•• independent RIA current
  since Feb 17, 2010 · Henderson, Nc
• H•••••• I••••••••• P••••••• unclassified
  Jan 31, 2005 to Oct 12, 2009 · Henderson, Nc
• H•••••• I••••••••• P••••••• unclassified
  Jan 10, 2003 to Dec 31, 2004 · Henderson, Nc
• R•••••• J•••• F•••••••• S•••••••• I••• unclassified
  Dec 19, 2001 to Jan 7, 2003 · Henderson, Nc

• H•••••• I••••••••• P••••••• to P•••••• W••••• M••••••••• O• N•••• C••••••• L••
  left Oct 12, 2009, registered Feb 17, 2010 (128 days) · Other
• R•••••• J•••• F•••••••• S•••••••• I••• to H•••••• I••••••••• P•••••••
  left Jan 7, 2003, registered Jan 10, 2003 (3 days) · Other

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

27derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address