Iantha Wortman is a registered investment advisor, based in Durham, NC, with 2 years of industry experience.
Location
505 S Duke St, Durham, NC, 27701
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Truist Investment Services, INC.Broker
September 2024 - Present · 1 yr 10 mos
Truist Advisory Services, INC.
September 2024 - Present · 1 yr 10 mos
Truist Investment Services, INC.
September 2024 - Present · 1 yr 10 mos
Previous Registrations
Equitable Advisors, LLC
July 2023 - September 2024 · 1 yr 2 mos
Equitable Advisors, LLCBroker
June 2023 - September 2024 · 1 yr 3 mos
State Registrations1 state
NC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.