Wells Sutton Armes

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-04-20

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Ubs Financial Services Inc.	Charlotte	NC	10/2024	Present
Captrust	Charlotte	NC	11/2023	05/2024
University Of North Carolina At Chapel Hill	Chapel Hill	NC	08/2020	05/2023
Hillandale Advisors	Charlotte	NC	06/2024	09/2024
Old Chatham Golf Club	Durham	NC	08/2021	08/2023
University Of North Carolina At Chapel Hill Athletic Department	Chapel Hill	NC	01/2021	05/2023
University Of Georgia	Athens	GA	08/2019	05/2020
University Of Georgia Athletic Association	Athens	GA	08/2019	05/2020
St. David's School	Raleigh	NC	08/2010	06/2019

10/2024 → Present

Ubs Financial Services Inc.

Charlotte, NC
11/2023 → 05/2024

Captrust

Charlotte, NC
08/2020 → 05/2023

University Of North Carolina At Chapel Hill

Chapel Hill, NC
06/2024 → 09/2024

Hillandale Advisors

Charlotte, NC
08/2021 → 08/2023

Old Chatham Golf Club

Durham, NC
01/2021 → 05/2023

University Of North Carolina At Chapel Hill Athletic Department

Chapel Hill, NC
08/2019 → 05/2020

University Of Georgia

Athens, GA
08/2019 → 05/2020

University Of Georgia Athletic Association

Athens, GA
08/2010 → 06/2019

St. David's School

Raleigh, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-20

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