Wayne Robert Sholk

Current Employers

Employment History

• 08/2015 → Present
  Raymond James Financial Services Advisors Inc.
  North Brunswick, NJ

Previous Registrations

• 2009-06-01 → 2015-08-04
  Morgan Stanley
  Lawrenceville, NJ
• 2007-05-25 → 2009-06-01
  Morgan Stanley & Co. Llc
  Lawrenceville, NJ
• 2002-05-09 → 2007-06-14
  Citigroup Global Markets Inc.
  New Brunswick, NJ
  New Brunswick, NJ

Other Businesses

(1)Name of Business: Big Stan Realty LLC Address: 1658 Ohio Ave, North Brunswick, NJ, 08902, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 09/15/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC manager (2)Name of Business: W and T Realty LLC Address: 1658 Ohio Ave, North Brunswick, NJ, 08902, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/01/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Management responsibilities paying bills (3)Name of Business: Wayne R. Sholk Wealth Services, LLC Address: 928 Livingston Ave Ste 200, North Brunswick, NJ, 08902, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner of Support company (4)Name of Business: WW&J Realty LLC Address: 1658 Ohio Ave, North Brunswick, NJ, 08902, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/20/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Family vacation property- Not for rental\nFor family use only\nMembers of LLC\nWayne Sholk\nWendy Sholk- Spouse together 50% she is a client\n\nJessica Sholk-Daughter 50% she is a client

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-27
• S63 Uniform Securities Agent State Law Examination
  1994-05-18