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Kevin Ashton Wells

Chilton Investment Services, LLC

Charlottesville, VA

Stamford, CT

Sapere Wealth Management, LLC

Charlottesville, VA

Matthews, NC

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Current Employers
Chilton Investment Services, Llc

1290 East Main Street 1St Floor, Stamford, CT 06902 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-12-14
  • VA RA
    APPROVED
    Since 2020-12-14

Branch Locations

301 E. High Street, Charlottesville, VA 22902 • United States

1290 East Main Street 1St Floor, Stamford, CT 06902 • United States

Sapere Wealth Management, Llc

130 Matthews Station St. Suite 2A, Matthews, NC 28105 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2012-11-16
  • VA RA
    APPROVED
    Since 2012-11-16

Branch Locations

675 Peter Jefferson Parkway Suite 240, Charlottesville, VA 22911 • United States

130 Matthews Station St. Suite 2A, Matthews, NC 28105 • 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
Sapere Wealth Management, Llc Matthews NC 07/2012 11/2020
Chilton Investment Services, Llc Charlottesville VA 11/2020 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-15
  • S65 Uniform Investment Adviser Law Examination
    2012-11-15

View on SEC IAPD

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