Natalie Jayne Owens Wells

Current Employers

Employment History

• 07/2014 → 02/2025
  Wells Fargo Advisors Financial Network, Llc
  Kinsport, TN
• 02/2025 → Present
  Concurrent Investment Advisors, Llc
  Tampa, FL
• 02/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2014-07-02 → 2025-03-06
  Wells Fargo Advisors Financial Network, Llc
  Kingsport, TN
• 2002-11-07 → 2014-07-10
  Ubs Financial Services Inc.
  Kingport, TN
  Kingsport, TN

Other Businesses

1. Concurrent Investment Advisors DBA Center Street Wealth Management. Investment Related. At registered location. RIA. Financial Advisor. Start date: 02/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. Start date: 02/2025. 1 hr/month, during trading hours. Sales of fixed/traditional insurance products. 3. Center Street Wealth Management Group, LLC. Not Investment Related. At registered location. Operating LLC / Support Company. Member. Start date: 07/2014. 10 hrs/month; 6 hrs/month during trading hours. Responsible for making decisions on all aspects of LLC 4. Center Street Investment Company, LLC. Investment Related. At registered location. Real Estate Rental / Commercial / Property / Management Services. Member. Start date: 07/2014. 2 hrs/month; all during trading hours. Responsible for making decisions on all aspects of LLC 5. City of Kingsport Beverage Board. Not Investment Related. 415 Broad Street, Kingsport, TN 37660. Board of Directors. Board Member. Start date: 06/2020. 1 hr/month; during trading hours. Discuss businesses applying for beverage licenses, business that may have violated rules and regulations, and grant/deny licenses. 6. Center Place Owners Association. Not Investment Related. At registered location. Board of Directors. Treasurer. Start date: 04/2015. 1 hr/month; not during trading hours. Accounts payable/receivable for homeowners association. 7. NJO Properties, LLC. Not investment-related. 1029 Kensington Ln., Kingsport, TN 37664. Real Estate. Owner. 07/2025. 5 hrs/month. 0 hrs during securities hrs. Manage property rentals. 8. Amazon. Not investment related. 1029 Kensington Ln. Kingsport, TN 37664. Influencer. 04/2026. 10 hrs/month. 0 hrs during trading hours. Affiliate Sales. 9. Tik Tok. Not investment related. 1029 Kensington Ln. Kingsport, TN 37664. Affiliate. 05/2026. 1 hrs/month, 0 hrs during trading hours. Affiliate Sales. 10. Natalie Wells Holdings, LLC. 125 W. Center St, Ste 101, Kingsport, TN 37660. Owner. 02/2025. 1 hr/month. 1 hr during trading hours. Owner of passthrough LLC.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-02

Other Names

• Natalie Jayne Owens
• Natalie Jayne Owens Wells
• Natalie J Wells
• Natalie Jayne Wells
• Natalie Wells