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Tonya Lynn Mcmahon

Janney Montgomery Scott LLC

Charlotte, NC

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Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-12-23
TX RA APPROVED_RES 2025-12-05
  • NC RA
    APPROVED
    Since 2025-12-23
  • TX RA
    APPROVED_RES
    Since 2025-12-05

Branch Locations

4064 Colony Road Two Morrocroft Centre, Suite 450, Charlotte, NC 28211 • 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
Wachovia Bank, N.A. Charlotte NC 06/2002 11/2016
Wells Fargo Advisors Llc Charlotte NC 05/2009 11/2016
Wells Fargo Clearing Services, Llc Charlotte NC 11/2016 12/2025
Janney Montgomery Scott Llc Charlotte NC 12/2025 Present
Previous Registrations
  • 2017-04-03 → 2025-12-16
    Wells Fargo Clearing Services, Llc
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Davidson, NC
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-31
S63 Uniform Securities Agent State Law Examination 2002-09-17
  • S66 Uniform Combined State Law Examination
    2017-03-31
  • S63 Uniform Securities Agent State Law Examination
    2002-09-17
Other Names
  • Tonya White
  • Tonya Lynn White
  • Tonya Lynn Burch

View on SEC IAPD

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FIRST TRYON ADVISORS · CHARLOTTE, NC
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ARKADIOS WEALTH ADVISORS · Charlotte, NC
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