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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-02
VA RA APPROVED 2025-10-02
  • TX RA
    APPROVED
    Since 2025-10-02
  • VA RA
    APPROVED
    Since 2025-10-02

Branch Locations

1496 Anderson Hwy 1St Fl , Cumberland, VA 23040 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Richmond VA 06/2009 10/2019
Morgan Stanley Private Bank, National Association New York NY 01/2015 10/2019
Wells Fargo Clearing Services, Llc Richmond VA 10/2019 10/2025
Wells Fargo Advisors Financial Network, Llc Richmond VA 10/2025 Present
Previous Registrations
Other Businesses

RENTAL PROPERTY; INV. RELATED; EMERALD ISLE, NC; 100% OWNERSHIP WITH SPOUSE; BEACH HOUSE RENTAL; START DATE 6/2022; 0 HRS PER MONTH; 0 HRS DURING TRADING.| GOONIES BASEBALL; NOT INV. RELATED; MIDLOTHIAN, VA; PRESIDENT; NON-PROFIT TRAVEL BASEBALL TEAM FOR KIDS 8-12; START DATE 8/15/2023; 20 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES HEAD COACH,| ECONOMIC DEVELOPMENT AUTHORITY OF CUMBERLAND COUNTY VIRGINIA; NOT INV RELATED; CUMBERLAND, VA; BOARD MEMBER; START DATE 03/10/2025; 2 HOURS PER MONTH; 0 HOURS DURING TRADING RENTAL PROPERTY - OCEAN; INV RELATED; EMERALD ISLE,NC; RENTAL;100% OWNERSHIP; START DATE: 06/01/2022; 0 HRS PER MONTH; 0 HRS DURING TRADING; W. G. EDWARDS INVESTMENTS, LLC; INV RELATED; CUMBERLAND,VA; FINET PRTC;100% OWNERSHIP; START DATE: 10/06/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-07-24
  • S66 Uniform Combined State Law Examination
    2002-07-24
Designations
Other Names
  • Bill Edwards

View on SEC IAPD

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