William L. Oliver

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CRD#: 1699304

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Langdon Oliver was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1988. William had worked at 6 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

FOURSQUARE APPRAISAL SERVICES NOT INVESTMENT RELATED-59 STONEHAVEN DR. GREENVILLE SC 29607 BUSINESS EVALUATION/CLOSELY HELD COMPANIES PRESIDENT/FOUNDER 1/1/05 HOURS/MO--80-100 MONTH. DURING TRADING: 25-50 A MONTH PRESIDENT-BUSINESS DEVELOPEMENT, EXECUTION OF EHGAGEMENTS, DELIVERABLES AND COLLECTIONS, 1-PERSO FIRM/ VALUING BUSINESS AND PROFESSIONAL PRACTICES.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

April 27, 2010 - August 17, 2022

HAYDEN HARPER WEALTH ADVISORY, LLC

RIA

CRD#: 152091

GREENVILLE, SC

Past

January 13, 2006 - June 30, 2010

IPI WEALTH MANAGEMENT, INC.

RIA

CRD#: 111872

CHARLOTTE, NC

Past

May 2, 2005 - December 31, 2005

HAYDEN HARPER FINANCIAL, LLC

RIA

CRD#: 111708

GREENVILLE, SC

Past

March 23, 2004 - February 22, 2005

SCOTT & STRINGFELLOW, LLC

RIA

CRD#: 6255

GREENVILLE, SC

Past

March 7, 2001 - February 22, 2005

SCOTT & STRINGFELLOW, LLC

CRD#: 6255

RICHMOND, VA

Past

December 19, 1995 - March 7, 2001

EDGAR M. NORRIS & CO., INC.

CRD#: 2928

GREENSVILLE, SC

Past

May 25, 1988 - December 5, 1995

TRUIST SECURITIES, INC.

CRD#: 6271

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HAYDEN HARPER WEALTH ADVISORY, LLC

HAYDEN HARPER ADVISORY, LLC | STILLPOINT MANAGEMENT, LLC | HAYDEN HARPER WEALTH ADVISORY, LLC

CRD#: 152091 / SEC#: 801-71103

RIA

Registered Investment Advisory firm - (2/22/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/2/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/21/1988

General Securities Representative Examination

Current Firm

HAYDEN HARPER WEALTH ADVISORY, LLC

HAYDEN HARPER ADVISORY, LLC | STILLPOINT MANAGEMENT, LLC | HAYDEN HARPER WEALTH ADVISORY, LLC

CRD#: 152091 / SEC#: 801-71103

RIA

Registered Investment Advisory firm - (2/22/2010 Approved)

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Contact information

Main Address

828 East Boulevard, Charlotte, NC 28203

Mailing Address

Phone number

(704) 343-2447

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	226
AUM (Assets Under Management)	$ 168,760,651

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/28/2025	Cover Page	Report
11/14/2024	Cover Page	Report
09/25/2023	Cover Page	Report
01/24/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William L. Oliver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

IPI WEALTH MANAGEMENT, INC.

HAYDEN HARPER FINANCIAL, LLC

SCOTT & STRINGFELLOW, LLC

SCOTT & STRINGFELLOW, LLC

EDGAR M. NORRIS & CO., INC.

TRUIST SECURITIES, INC.

Primary Firm SEC Registration

HAYDEN HARPER WEALTH ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/2/1988

Series 7

Date: 5/21/1988

Current Firm

HAYDEN HARPER WEALTH ADVISORY, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HAYDEN HARPER WEALTH ADVISORY, LLC

TRUST BUT VERIFY

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