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Sheryl Jean Davis

Wells Fargo Advisors Financial Network, LLC

Williston, VT

Rochester, NY

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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
TX RA APPROVED 2019-09-06
VT RA APPROVED 2019-09-06
  • TX RA
    APPROVED
    Since 2019-09-06
  • VT RA
    APPROVED
    Since 2019-09-06

Branch Locations

75 Talcott Road Suite 70 [Satellite], Williston, VT 05495 • United States

572 Titus Ave, Rochester, NY 14617 • 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 Llc Burlington VT 05/2009 11/2016
Wells Fargo Clearing Services, Llc Burlington VT 11/2016 09/2019
Wells Fargo Advisors Financial Network, Llc Williston VT 09/2019 Present
Previous Registrations
  • 2008-01-01 → 2019-09-06
    Wells Fargo Clearing Services, Llc
    Burlington, VT
  • 2005-10-11 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Burlington, VT
    St. Louis, MO
    Burlington, VT
Other Businesses

NOTARY PUBLIC, NOT INV RELATED, WILLISTON, VT, START: 2/1/2023, 1 HR/MONTH, LESS THAN 1 HR DURING TRADING, NOTARIZE DOCUMENTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-20
S63 Uniform Securities Agent State Law Examination 1997-01-13
  • S66 Uniform Combined State Law Examination
    2005-09-20
  • S63 Uniform Securities Agent State Law Examination
    1997-01-13
Other Names
  • Sheryl J Sullivan
  • Sheryl J Mongeon

View on SEC IAPD

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Other Investors

MICHAEL PATRICK JUNGA
JONATHAN ERIC WHITEHOUSE
JOHN WENTLING DAVIS
BREANNA SYKES
JACQUELYN MICHELE THIBEAULT
BRET LYN HODGDON
ADAM TAYLOR EIKLOR
Ryan J Bergmann

Other Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Williston, VT
LPL FINANCIAL LLC · WILLISTON, VT
COPPER LEAF FINANCIAL, LLC · WILLISTON, VT
SILVERLAKE WEALTH MANAGEMENT LLC · WILLISTON, VT
PATHWAY FINANCIAL ADVISORS, LLC · SOUTH BURLINGTON, VT
LPL FINANCIAL LLC · Williston, VT
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · WILLISTON, VT
AMERIPRISE FINANCIAL SERVICES, LLC · South Burlington, VT

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