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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-05-19 |
| TX | RA | APPROVED | 2023-05-19 |
Branch Locations
113 S Water Street, Elizabeth City, NC 27909 • United States
704 Blue Jay Street [Satellite], Kill Devil Hills, NC 27948 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Elizabeth City | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Elizabeth City | NC | 11/2016 | 04/2023 |
| Wells Fargo Advisors Financial Network, Llc | Kill Devil Hills | NC | 05/2023 | Present |
WHICHARD & WOOLARD LLC, INV RELATED, ELIZABETH CITY, NC, 50% OWNERSHIP, START 4/20/2002, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS REAL ESTATE. | WOOLARD FAMILY INVESTMENT GROUP, INV RELATED, KILL DEVIL HILLS, NC, 50% OWNERSHIP, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, PASSIVE INVESTMENT OVERSIGHT. | REAL ESTATE LICENSE, INV RELATED, STATE OF NORTH CAROLINA, START 1/1/1986, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, INACTIVE. | WP 804 LLC, INV RELATED, KILL DEVIL HILLS, NC, 100% OWNERSHIP WITH SPOUSE, START 3/17/2004, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. | WP 808 LLC; INV RELATED; KILL DEVIL HILLS, NC; LLC FOR REAL ESTATE INVESTMENT; 100% OWNERSHIP WITH SPOUSE; START 03/19/2004; ONE HOUR DEVOTED PER MONTH; NONE DURING TRADING HOURS. | RENTAL FARMLAND AND TIMBERLAND, INV RELATED, WINDSOR, NC, 50% OWNERSHIP, START 1/1/2008, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. | RENTAL FARMLAND, INV RELATED, COLERAIN, NC, 100% OWNERSHIP WITH SPOUSE, START 1/1/2005, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, FARM. | RENTAL PROPERTY, INV RELATED, ELIZABETH CITY, NC, 50% OWNERSHIP, START 1/1/2001, 1 HOUR PER MONTH, ZERO DURING TRADING, RENTED TO PRACTICE. | RENTAL PROPERTY, INV RELATED, ELIZABETH CITY, NC, 50% OWNERSHIP, START 1/1/2001, 1 HOUR PER MONTH, ZERO DURING TRADING, RENTED TO RESTAURANT. | WHICHARD & WOOLARD INVESTMENTS, INV RELATED, ELIZABETH CITY, NC, 50% OWNERSHIP, START 1/23/2023, 8 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.| COMMERCIAL RENTAL PROPERTY; INV RELATED; KILL DEVIL HILLS, NC; 50% OWNERSHIP; START: 12/01/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING; RENTAL PROPERTY. | RENTAL PROPERTY; INV RELATED; KILL DEVIL HILLS, NC; 100% OWNERSHIP WITH SPOUSE; START: 3/19/2004; 1 HOUR A MONTH; 0 HOURS DURING TRADING; COMMERCIAL RENTAL PROPERTY. DURABLE POWER OF ATTORNEY FOR FATHER; INV RELATED; KILL DEVIL HILLS, NC; POA; START DATE: 07/25/2025; 1 HOUR PER MONTH; 1 DURING TRADING HOURS. | WHICHARD WOOLARD & MITCHELL WEALTH MANAGEMENT; NOT INV RELATED; KILL DEVIL HILLS, NC; WEALTH MANAGEMENT;50% OWNERSHIP; START DATE: 05/23/2023; 35 HRS PER MONTH; 35 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-28 |
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