# TONEY OTIS FALKNER

TONEY OTIS FALKNER is an investment adviser representative (IAR) with state registration records since 2001, appearing at 3 firms. Currently registered with PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC](https://search.stillhousedata.com/firm/149889) | 2009-10-12 | present | Yes |
| [HAMLETT INVESTMENT PLANNING](https://search.stillhousedata.com/firm/118698) | 2005-01-31 | 2009-10-12 | — |
| [HAMLETT INVESTMENT PLANNING](https://search.stillhousedata.com/firm/118698) | 2003-01-10 | 2004-12-31 | — |
| [RAYMOND JAMES FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/6694) | 2001-12-31 | 2003-01-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2820826)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2820826.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.