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Wellness Financial Associates LLC CRD 171902
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2500 Regency Parkway, Cary, NC 27518 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellness Financial Associates, Llc | Cary | NC | 01/2015 | Present |
1)WELLNESS SECURITY LLC, 1913 PARTRIDGE BERRY DR., RALEIGH, NC, 27606 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER/AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, HEALTH SAVING ACCOUNTS AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 3/2010 HOURS PER MONTH: 30 HOURS PER MONTH DURING TRADING HOURS: 20
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-03 |
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