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TA

Theodore L. Arnheiter

OLD NORTH STATE WEALTH MANAGEMENT
WILMINGTON, NC 28403
Some features on this profile are disabled
CRD#: 1912683
TA

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.
The advisor shows no other business activity.

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

BD
CRD#: 20626
LINCROFT, NJ
Past

August 5, 2005 - October 29, 2007

COMMUNITY BANKERS SECURITIES, LLC

BD
CRD#: 42794
RICHMOND, VA
Past

March 20, 2003 - November 19, 2003

COMMUNITY BANKERS SECURITIES, LLC

BD
CRD#: 42794
RICHMOND, VA
Past

June 2, 2000 - April 18, 2001

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

August 19, 1997 - May 15, 1998

DMK ADVISOR GROUP, INC.

BD
CRD#: 41067
LUTZ, FL
Past

August 3, 1992 - August 17, 1995

WORLD INVESTMENTS, LLC

BD
CRD#: 20626
LINCROFT, NJ
Past

June 28, 1990 - August 28, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

July 5, 1989 - July 11, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

January 24, 1989 - April 13, 1989

LEHMAN BROTHERS INC.

BD
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".
ON
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/29/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/27/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 2/27/1989
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 1/21/1989
General Securities Representative Examination

Current Firm

ON
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
6

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,062
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.

Company Information

OLD NORTH STATE WEALTH MANAGEMENT, LLC

CRD#: 148659Wilmington, NC 28403

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