Lance Blake Mcmurry

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

Authority	Category	Status	Date
FL	RA	APPROVED	2021-09-03
TX	RA	APPROVED	2021-09-02

FL RA
APPROVED

Since 2021-09-03
TX RA
APPROVED

Since 2021-09-02

Branch Locations

Miami, FL • United States

4099 Tamiami Trail North Ste 301, Naples, FL 34103 • 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

Organization	City	State	From	To
Bank Of America, Na	Naples	FL	12/2009	09/2021
Wells Fargo Advisors Financial Network, Llc	Naples	FL	09/2021	Present

12/2009 → 09/2021

Bank Of America, Na

Naples, FL
09/2021 → Present

Wells Fargo Advisors Financial Network, Llc

Naples, FL

Previous Registrations

2009-10-23 → 2021-09-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Saint Petersburg, FL

Sarasota, FL

Naples, FL

Naples, FL

Naples, FL
2008-06-13 → 2009-10-23

Banc Of America Investment Services, Inc.

Naples, FL
2001-10-08 → 2008-06-18

Charles Schwab & Co., Inc.

Naples, FL

Naples, FL

Other Businesses

MWM NAPLES LLC DBA MCMURRY CAPITAL MANAGEMENT, INV RELATED, NAPLES, FL, 100% OWNERSHIP, 6/25/2021, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-04-06
S63	Uniform Securities Agent State Law Examination	1994-08-26

S65 Uniform Investment Adviser Law Examination

2009-04-06
S63 Uniform Securities Agent State Law Examination

1994-08-26

View on SEC IAPD