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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 | 2023-03-16 |
Branch Locations
110 S College Ave 1St Floor, Newton, NC 28658 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Newton | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Newton | NC | 11/2016 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Newton | NC | 03/2023 | Present |
RENTAL PROPERTY; INV RELATED; NEWTON, NC; 100% OWNERSHIP WITH SPOUSE; START 10/30/2013; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER.| T.W. PROPERTIES OF NEWTON,LLC; INV RELATED; NEWTON, NC; 100% OWNERSHIP WITH SPOUSE; START 11/1/2012; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; REAL ESTATE.| RENTAL PROPERTY, INV RELATED, NEWTON, NC, 100% OWNERSHIP WITH SPOUSE, START 10/19/2022, 0 HOURS PER MONTH, ZERO HOURS DURING TRADING, OWNER.| COVERED BRIDGE WEALTH MANAGEMENT, LLC, INVT RELATED, NEWTON, NC, 33.3% OWNERSHIP, START DATE 1/17/2023, 0 HRS PER MONTH AND DURING TRADING, FINET PRACTICE.| BETHEL UNITED CHURCH OF CHRIST, NOT INVT RELATED, HICKORY, NC, PASTOR, START 6/1/2004, 25 HRS PER MONTH, 0 HRS DURING TRADING, PART TIME PASTOR.| RENTAL PROPERTY, INV RELATED, NEWTON, NC, 100% OWNERSHIP WITH SPOUSE, START 6/24/2021, 0 HOURS PER MONTH, ZERO HOURS DURING TRADING, OWNER.| MISS ANNIE B'S PROPERTIES, LLC, INVT RELATED, NEWTON, NC, 100% OWNERSHIP,START DATE 07/27/2026, 1 HR PER MONTH, 1 HRS DURING TRADING, FOR FINET PRACTICE.| RENTAL PROPERTY, INV RELATED, NEWTON, NC, 100% OWNERSHIP, START 10/1/2009, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, OFFICE SPACE FOR FINET PRACTICE.| FAMILY TRUST; INV RELATED; HICKORY, NC; CO-TRUSTEE; 0 HRS/MO; O DURING TRADING.| RENTAL PROPERTY, INV RELATED, NORTH TOPSAIL BEACH, NC, 100% OWNERSHIP WITH SPOUSE, START 2/28/2025, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, OWNER. 208 N COLLEGE AVE. NEWTON, NORTH CAROLINA PROPERTY; INV RELATED;NEWTON,NC; COMMERCIAL RENTAL ;100% OWNERSHIP; START DATE: 07/31/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-18 |
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