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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 | 2026-07-09 |
Branch Locations
1201-C W. Vernon Ave Suite C [Satellite], Kinston, NC 28501 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Kinston | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Kinston | NC | 11/2016 | 07/2026 |
| Wells Fargo Advisors Financial Network, Llc | New Bern | NC | 07/2026 | Present |
DAVIS WEALTH ADVISORS, LLC; INV RELATED;KINSTON,NC; LLC;100% OWNERSHIP; START DATE: 03/12/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-14 |
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