Theodore L. Arnheiter

OLD NORTH STATE WEALTH MANAGEMENT

WILMINGTON, NC 28403

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CRD#: 1912683

Professional summary

Theodore Linkfield Arnheiter III, who also goes by Theodore Linkfield Arnheiter, is a registered financial advisor currently at OLD NORTH STATE WEALTH MANAGEMENT, LLC located in Wilmington, North Carolina.

Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Theodore has worked at 8 firms and has passed the Series 66, Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Theodore Linkfield Arnheiter

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.

FOUR HORSEMEN / RK MUSIC / TLA PRODUCTIONS MONTCLAIR, NJ SONGWRITER AND COMPOSER OF ORIGINAL MUSIC SINCE 8/1990, APPROXIMATELY 90 HOURS PER MONTH. HOURS VARY BUT MAY INCLUDE UP TO 4 HOURS DURING A SECURITIES TRADING DAY. NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Linkfield Arnheiter III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

December 22, 2014 - Present

OLD NORTH STATE WEALTH MANAGEMENT, LLC

Office #1: 1430 Commonwealth Dr, Suite 200, Wilmington, NC 28403

RIA

CRD#: 148659

WILMINGTON, NC

Past

October 15, 2009 - December 31, 2012

WORLD INVESTMENTS, LLC

CRD#: 20626

LINCROFT, NJ

Past

August 5, 2005 - October 29, 2007

COMMUNITY BANKERS SECURITIES, LLC

CRD#: 42794

RICHMOND, VA

Past

March 20, 2003 - November 19, 2003

COMMUNITY BANKERS SECURITIES, LLC

CRD#: 42794

RICHMOND, VA

Past

June 2, 2000 - April 18, 2001

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

August 19, 1997 - May 15, 1998

DMK ADVISOR GROUP, INC.

CRD#: 41067

LUTZ, FL

Past

August 3, 1992 - August 17, 1995

WORLD INVESTMENTS, LLC

CRD#: 20626

LINCROFT, NJ

Past

June 28, 1990 - August 28, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 5, 1989 - July 11, 1990

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

January 24, 1989 - April 13, 1989

LEHMAN BROTHERS INC.

CRD#: 7506

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".

OLD NORTH STATE WEALTH MANAGEMENT, LLC

OLD NORTH STATE WEALTH MANAGEMENT | OLD NORTH STATE WEALTH MANAGEMENT, LLC

CRD#: 148659 / SEC#: 801-69690

RIA

Registered Investment Advisory firm - (10/24/2008 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(12/22/2014)

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

IAR

Series 66

Date: 12/29/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/27/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 2/27/1989

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 1/21/1989

General Securities Representative Examination

Current Firm

OLD NORTH STATE WEALTH MANAGEMENT, LLC

OLD NORTH STATE WEALTH MANAGEMENT | OLD NORTH STATE WEALTH MANAGEMENT, LLC

CRD#: 148659 / SEC#: 801-69690

RIA

Registered Investment Advisory firm - (10/24/2008 Approved)

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Contact information

Main Address

1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403

Mailing Address

Phone number

(910) 509-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OLD NORTH STATE WEALTH MANAGEMENT BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,062
AUM (Assets Under Management)	$ 384,507,909

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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Advisor Monitoring

Firm Stability Insights

Theodore L. Arnheiter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Linkfield Arnheiter III's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORLD INVESTMENTS, LLC

COMMUNITY BANKERS SECURITIES, LLC

COMMUNITY BANKERS SECURITIES, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

DMK ADVISOR GROUP, INC.

WORLD INVESTMENTS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PRUDENTIAL EQUITY GROUP, LLC

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

OLD NORTH STATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/29/2012

Series 63

Date: 1/27/1989

Series 3

Date: 2/27/1989

Series 7

Date: 1/21/1989

Current Firm

OLD NORTH STATE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OLD NORTH STATE WEALTH MANAGEMENT, LLC

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