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NICOLE JUNE ROBERTSON
CRD#: 5148573
IA
Investment Adviser
B
Broker
OPUS FINANCIAL ADVISORS, INC.CRD#: 118742 4421 Manns Chapel Road
Chapel Hill, NC 27516
OSAIC WEALTH, INC.CRD#: 23131 4421 MANNS CHAPEL ROAD
CHAPEL HILL, NC 27516
Registration History
20062008201020122014201620182020202220242026IAOPUS FINANCIAL ADVISORS, INC. (CRD# 118742)2018 - Present (7 years)BOSAIC WEALTH, INC. (CRD# 23131)2023 - Present (1 year)BFSC SECURITIES CORPORATION (CRD# 7461)2018 - 2023 (5 years)BSUNTRUST INVESTMENT SERVICES, INC. (CRD# 17499)2008 - 2018 (9 years)BWACHOVIA SECURITIES, LLC (CRD# 19616)2006 - 2008 (2 years)IASUNTRUST ADVISORY SERVICES, INC. (CRD# 283390)2016 - 2018 (1 year)IASUNTRUST INVESTMENT SERVICES, INC. (CRD# 17499)2009 - 2016 (7 years)
License(s)

State Registrations

B
Alabama 11/3/2023

B
North Carolina 11/3/2023

B
Florida 11/3/2023

B
Ohio 11/3/2023

B
Maryland 11/3/2023

B
Pennsylvania 8/13/2024

B
Missouri 1/10/2025

B
South Carolina 11/3/2023

B
New Hampshire 4/17/2024

B
Texas 1/23/2025

B
New York 11/3/2023

B
Virginia 11/3/2023

IA
North Carolina 2/22/2018

B
Washington 11/3/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
OPUS FINANCIAL ADVISORS, INC. (CRD#:118742)
4421 Manns Chapel Road, Chapel Hill, NC 27516
Registered with this firm since 2/22/2018

B
OSAIC WEALTH, INC. (CRD#:23131)
4421 MANNS CHAPEL ROAD, CHAPEL HILL, NC 27516
Registered with this firm since 11/3/2023

Previous Registration(s)
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B
02/14/2018 - 11/03/2023 FSC SECURITIES CORPORATION (CRD#:7461) CHAPEL HILL, NC
IA
08/30/2016 - 02/21/2018 SUNTRUST ADVISORY SERVICES, INC. (CRD#:283390) HILLSBOROUGH, NC
B
08/11/2008 - 02/21/2018 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) HILLSBOROUGH, NC
IA
03/02/2009 - 12/31/2016 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) HILLSBOROUGH, NC
B
06/15/2006 - 06/20/2008 WACHOVIA SECURITIES, LLC (CRD#:19616) CHAPEL HILL, NC
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B
Broker
IA
Investment Adviser
Disclosures
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