Mary Beth Fanelli

Current Employers

Employment History

• 05/2009 → 03/2019
  Wells Fargo Advisors Llc
  Warren, NJ
• 03/2019 → 09/2022
  Wells Fargo Clearing Services, Llc
  Bedminster, NJ
• 09/2022 → 10/2024
  American Portfolios Financial Service
  Holbrook, NY
• 12/2022 → 12/2023
  Ambassador Advisors, Llc
  Lambertville, NJ
• 12/2023 → Present
  Faithward Advisors, Llc
  Harbinger, NC
• 10/2024 → Present
  Osaic Wealth Inc.
  Scottsdale, AZ

Previous Registrations

• 2022-10-21 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2008-01-01 → 2022-11-03
  Wells Fargo Clearing Services, Llc
  Bedminster, NJ
• 2007-08-03 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Warren, NJ

Other Businesses

1. Fixed Insurance Buisness; whether the business is investment-related: NO; the nature of the other business: Insurance sales and service; your position: Fixed Insurance Agent; the start date of your relationship: various; the approximate number of hours/month you devote to the other business: 1-5; the number of hours you devote to the other business during securities trading hours: 1-5; and briefly describe your duties relating to the other business: Insurance Sales and Service. 2. Leaving a Legacy of Love; whether the business is investment-related: NO; the nature of the other business: Author; your position: Author; the start date of your relationship: 2018; The approximate number of hours/month you devote to the other business: 2; the number of hours you devote to the other business during securities trading hours: 0; and briefly describe your duties relating to the other business: Author; 3. SUNRISE COTTAGE, LLC POSITION: manager/owner NATURE: LLC for Air BNB, long-term rental property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2019 ADDRESS: 106 Herbert Gallop Ln HARBINGER NC 27941-9763 DESCRIPTION: Pay bills, 4. MARY BETH FANELLI AUTHOR POSITION: Author NATURE: Author INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2017 ADDRESS: 106 Herbert Gallop Ln HARBINGER NC 27941-9763 DESCRIPTION: I am the author of Leaving a Legacy of Love, and I am currently writing a set of devotionals called You are Loved. 5. GRACE WEALTH EDUCATION POSITION: Owner NATURE: None yet INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/28/2025 ADDRESS: 106 Herbert Gallop Ln HARBINGER NC 27941-9763 DESCRIPTION: Oversee the education of future clients for mindset changes with money and teach them how to save for the future to become true investors. 6. FAITHWARD ADVISORS POSITION: Independent IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 130 START DATE: 10/20/2022 ADDRESS: 275 Hess Blvd, Lancaster PA 17601, United States DESCRIPTION: Independent IAR 7. CURRITUCK-DARE COMMUNITY FOUNDATION POSITION: Board Member NATURE: Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 3737 Glenwood Ave., Suite 460, Raleigh NC 27612, United States DESCRIPTION: Be aware and spread awareness of what community foundations and scholarships are available to the citizens of Dare and Currituck communities.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-02

Other Names

• Mary Beth Parkhurst
• Mary Beth Toolan
• Marybeth Aun
• Mary Beth Aun
• Marybeth Aun