THE TURLINGTON GROUP, INC.
Legal name: WHITE OAK WEALTH PARTNERS
CRD #317324 SEC #801-122788 RALEIGH, NC 919-858-6490
SEC Registered
Total AUM
$93.2M
Discretionary
$93.2M
Employees
2
Clients
0
Accounts
125
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 20, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Young, Claire, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| Young, Claire, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| Young, Claire, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| Young, Claire, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| TURLINGTON, BRADLEY, AUSTIN | I | PRESIDENT | E | Control |
| TURLINGTON, BRADLEY, AUSTIN | I | PRESIDENT | E | Control |
| TURLINGTON, BRADLEY, AUSTIN | I | PARTNER | E | Control |
| TURLINGTON, BRADLEY, AUSTIN | I | PRESIDENT | E | Control |
Registrations
Federal
IA
May 20, 2022 REGISTERED
Notice Filings (1)
NC
Address
1122 OBERLIN RDRALEIGH, NC 27605
United States
Phone: 919-858-6490