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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 | 2023-03-27 |
Branch Locations
110 S College Ave 1St Floor, Newton, NC 28658 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Newton | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Newton | NC | 11/2016 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Newton | NC | 03/2023 | Present |
TW PROPERTIES OF NEWTON LLC, INV RELATED, NEWTON, NC, 100% OWNERSHIP, START 11/1/2012, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTIES. | RENTAL PROPERTY, INV RELATED, NEWTON, NC, 100% OWNERSHIP WITH SPOUSE, START 10/19/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, LANDLORD.| RENTAL PROPERTY, INV RELATED, NEWTON, NC, 100% OWNERSHIP WITH SPOUSE, START 10/30/2013, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, LANDLORD.| RENTAL PROPERTY, INV RELATED, NEWTON, NC, 100% OWNERSHIP WITH SPOUSE, START 6/24/2021, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, LANDLORD.| COVERED BRIDGE WEALTH MANAGEMENT LLC, INV RELATED, NEWTON, NC, 66.66% OWNERSHIP WITH SPOUSE, START 1/17/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.| RENTAL PROPERTY, INV RELATED, NORTH TOPSAIL BEACH, NC; 50% OWNERSHIP , START 2/28/2025, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, LANDLORD
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-10 |
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