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Courtney Cramer

Wells Fargo Advisors Financial Network, LLC

Charleston, SC

Irvine, CA

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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-09-07
  • CA RA
    APPROVED
    Since 2021-09-07

Branch Locations

225 Seven Farms Dr Ste 300, Charleston, SC 29492 • United States

300 Spectrum Center Dr Ste 845 [Satellite], Irvine, CA 92618 • 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
Wells Fargo Advisors Financial Network, Llc Irvine CA 06/2018 Present
Managepointe Technologies Santa Ana CA 01/2017 05/2018
Huemanly San Diego CA 05/2016 05/2018
Incite Agency Orange County CA 05/2017 12/2017
Wells Fargo Bank Poway CA 05/2015 12/2016
  • 06/2018 → Present
    Wells Fargo Advisors Financial Network, Llc
    Irvine, CA
  • 01/2017 → 05/2018
    Managepointe Technologies
    Santa Ana, CA
  • 05/2016 → 05/2018
    Huemanly
    San Diego, CA
  • 05/2017 → 12/2017
    Incite Agency
    Orange County, CA
  • 05/2015 → 12/2016
    Wells Fargo Bank
    Poway, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-07
  • S66 Uniform Combined State Law Examination
    2021-09-07
Other Names
  • Courtney Kaur Sandhu
  • Courtney Rotondo
  • Courtney Lynn Rotondo
  • Courtney Lynn Cramer

View on SEC IAPD

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EQUITABLE ADVISORS, LLC
ADVISOR.COM
TIME & WEALTH MANAGEMENT, LLC
EDWARD JONES
GREYSTAR INVESTMENT GROUP, LLC

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Brooke Meredith Courtney
DERRICK M GRAVA
JOHN KARL NAWROCKI
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Other Offices

BALLAST ROCK PRIVATE WEALTH · CHARLESTON, SC
PALMETTO ADVISORY · CHARLESTON, SC
CHARLESTON EQUITY PARTNERS, LLC · CHARLESTON, SC
EQUITABLE ADVISORS, LLC · CHARLESTON, SC
ADVISOR.COM · CHARLESTON, SC
TIME & WEALTH MANAGEMENT, LLC · CHARLESTON, SC
EDWARD JONES · CHARLESTON, SC
GREYSTAR INVESTMENT GROUP, LLC · CHARLESTON, SC

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