Orville J. Igharas

PIEDMONT CAPITAL MANAGEMENT

Greenboro, NC 27408

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CRD#: 5916738

Professional summary

Orville John Igharas, who also goes by John Igharas, is a registered financial advisor currently at PIEDMONT CAPITAL MANAGEMENT, LLC located in Greenboro, North Carolina.

Orville is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Orville has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Igharas

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 Orville John Igharas'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

October 28, 2024 - Present

PIEDMONT CAPITAL MANAGEMENT, LLC

Office #1: 800 Green Valley Rd., Ste 203, Greenboro, NC 27408

RIA

CRD#: 155682

Greenboro, NC

Past

July 20, 2020 - January 23, 2023

FIRST CITIZENS INVESTOR SERVICES, INC.

CRD#: 44430

GREENSBORO, NC

Past

July 1, 2020 - January 23, 2023

FIRST CITIZENS INVESTOR SERVICES, INC.

RIA

CRD#: 44430

GREENSBORO, NC

Past

January 1, 2018 - November 19, 2018

COLTON GROOME FINANCIAL ADVISORS, LLC

RIA

CRD#: 128365

ASHEVILLE, NC

Past

January 14, 2014 - December 31, 2017

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

ASHVILLE, NC

Past

April 26, 2012 - November 27, 2018

VALMARK SECURITIES, INC.

CRD#: 31243

ASHEVILLE, NC

Past

October 27, 2011 - March 9, 2012

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

CHARLOTTE, NC

Past

July 20, 2011 - March 9, 2012

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

CHARLOTTE, NC

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".

PIEDMONT CAPITAL MANAGEMENT, LLC

PIEDMONT CAPITAL MANAGEMENT, LLC | PIEDMONT FINANCIAL TRUST COMPANY

CRD#: 155682 / SEC#: 801-110286

RIA

Registered Investment Advisory firm - (4/5/2017 Approved)

North Carolina

Registered Investment Advisory firm - (4/10/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(10/28/2024)

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: 10/26/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/19/2011

General Securities Representative Examination

Current Firm

PIEDMONT CAPITAL MANAGEMENT, LLC

PIEDMONT CAPITAL MANAGEMENT, LLC | PIEDMONT FINANCIAL TRUST COMPANY

CRD#: 155682 / SEC#: 801-110286

RIA

Registered Investment Advisory firm - (4/5/2017 Approved)

North Carolina

Registered Investment Advisory firm - (4/10/2017 Terminated)

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Contact information

Main Address

800 Green Valley Rd., Ste 203, Greenboro, NC 27408

Mailing Address

P O Box 20124, Greensboro, NC 27420

Phone number

(336) 274-5471

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PCM ADV PART 2A (3/14/2025)

Regulatory assets under management

Total Number of Accounts	206
AUM (Assets Under Management)	$ 407,650,320

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/15/2025	Cover Page	Report
08/26/2024	Cover Page	Report
09/21/2023	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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Orville J. Igharas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Orville John Igharas's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST CITIZENS INVESTOR SERVICES, INC.

FIRST CITIZENS INVESTOR SERVICES, INC.

COLTON GROOME FINANCIAL ADVISORS, LLC

VALMARK ADVISERS, INC.

VALMARK SECURITIES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

PIEDMONT CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/26/2011

SIE

Date: 10/1/2018

Series 7

Date: 7/19/2011

Current Firm

PIEDMONT CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PIEDMONT CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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