Laura Denise Campbell

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2024-11-22
TX	RA	APPROVED	2021-04-29

Branch Locations

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

Organization	City	State	From	To
Wells Fargo Advisors Financial Network Llc	Tampa	FL	05/2009	08/2017
Captrust Financial Advisors	Raleigh	NC	05/2017	05/2018
Wells Fargo Clearing Services Llc	Tampa	FL	05/2018	02/2020
Clearwell Advisors, Llc	Tampa	FL	02/2020	03/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Tampa	FL	04/2021	Present

05/2009 → 08/2017

Wells Fargo Advisors Financial Network Llc

Tampa, FL
05/2017 → 05/2018

Captrust Financial Advisors

Raleigh, NC
05/2018 → 02/2020

Wells Fargo Clearing Services Llc

Tampa, FL
02/2020 → 03/2021

Clearwell Advisors, Llc

Tampa, FL
04/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tampa, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-05-20
S63	Uniform Securities Agent State Law Examination	1998-12-23

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