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PW

Peter H. Wright

ANDERSON LENEAVE & CO.
Charlotte, NC 28211
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CRD#: 5638438
PW

Professional summary

Peter Higgins Wright is a registered financial professional currently at ANDERSON LENEAVE & CO. located in Charlotte, North Carolina.

Peter is registered as a RR (Registered Representative) and started their career in finance in 2013. Peter has worked at 1 firm and has passed the Series 63, SIE and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Peter Higgins Wright's 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

February 24, 2013 - Present

ANDERSON LENEAVE & CO.

Office #1: 6805 Carnegie Blvd., Suite 210, Charlotte, NC 28211
BD
CRD#: 104101
Charlotte, NC

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(3/21/2013)

Exams

State Security Law Exam
RR
Series 63
Date: 3/20/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 2/22/2013
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AL
ANDERSON LENEAVE & CO.
ANDERSON LENEAVE & CO. | BISHOP ANDERSON LENEAVE & CO.

CRD#: 104101 / SEC#: , 8-52584

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
6805 Carnegie Blvd., Suite 210, Charlotte, NC 28211
Mailing Address
6805 Carnegie Blvd., Suite 210, Charlotte, NC 28211
Phone number
(704) 552-9212
Established
North Carolina since 08/04/1998
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
LENEAVE, GREGORY MARSHALLCEO, CFO AND CCO2869385
HUNTER, THOMAS ALLISON IVVICE PRESIDENT AND DIRECTOR2768781

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

ANDERSON LENEAVE & CO.

CRD#: 104101Charlotte, NC 28211

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