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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-07 |
| NY | RA | APPROVED | 2026-03-10 |
Branch Locations
6403 County Road 32 , Norwich, NY 13815 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farm Family | Norwich | NY | 03/2013 | 07/2018 |
| Securities Management & Research, Inc. | Norwich | NY | 03/2013 | 07/2018 |
| Wells Fargo Clearing Services Llc | Norwich | NY | 07/2018 | 01/2023 |
| Wells Fargo Advisors Financial Network, Llc | Norwich | NY | 01/2023 | 03/2026 |
| &Partners | Nashville | TN | 03/2026 | Present |
NORWICH WEALTH MANAGEMENT LLC POSITION: Partner NATURE: NWM is an LLC made up of three partners. NWM itself is the entity that owns the furniture and equipment. Along with that, the company pays any ancillary expenses that may come up with in the year. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/10/2026 ADDRESS: Norwich, NY 13815, United States DESCRIPTION: I am a partner of NWM. I at times gather the expenses of the LLC and manage paying them. GREG LAMONICA INC. POSITION: Sole member NATURE: May be used for ancillary expenses, but may deactivate the business in the future, if it is not needed. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/10/2026 ADDRESS: Norwich, NY 13815, United States DESCRIPTION: I would us the business solely to pay expenses and owner withdraws(payroll) to myself.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-06 |
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