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Carolina Beach, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-17 |
| NC | RA | APPROVED | 2022-03-07 |
Branch Locations
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 | Chicago | IL | 04/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chicago | IL | 11/2016 | 07/2019 |
| Wells Fargo | Northbrook | IL | 04/2016 | 07/2019 |
| Retired | Carolina Beach | NC | 08/2019 | 09/2021 |
| Scw Wealth Management, Llc (Fka Coastal Wealth Management, Llc) | Carolina Beach | NC | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-16 |
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