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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 | 2023-03-17 |
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 | 01/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Newton | NC | 11/2016 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Newton | NC | 03/2023 | Present |
COVERED BRIDGE WEALTH MANAGEMENT LLC, INV RELATED, 33.33% OWNERSHIP, START 1/23/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. NEWTON DEPOT AUTHORITY; INV RELATED; NEWTON, NC; TREASURER; START DATE 6/27/2024; 2 HRS PER MONTH; 0 HRS DURING TRADING; ATTENDING MEETINGS; DISCUSSING OPERATIONS; REVIEWING REPORTS ON FINANCIALS, FUNDRAISING CAMPAIGN, OPERATIONS, AND PROJECTS; EVENT PLANNING; AND VOLUNTEERING FOR PROJECTS AND EVENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-14 |
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