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Blaklee Renn Wolfe

Osaic Institutions, Inc.

Windsor, NC

Windsor, NC

Meriden, CT

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-11-04
  • NC RA
    APPROVED
    Since 2025-11-04

Branch Locations

101 N King Street, Windsor, NC 27983 • United States

101 N. King St, Windsor, NC 27983 • United States

538 Preston Avenue, Meriden, CT 06450-4858 • 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
Capital Investment Group Inc Raleigh NC 06/2019 09/2023
Wells Fargo Belhaven NC 03/2016 10/2016
Wells Fargo Canyon Park WA 10/2016 03/2018
Bellevue Animal Hospital Bellevue WA 03/2018 01/2019
Sherry Wolfe Capital Investments Washington NC 01/2019 09/2023
State Employees' Credit Union Plymouth NC 09/2023 11/2025
Secu Life Insurance Company Raleigh NC 09/2023 11/2025
Secu Brokerage Services Raleigh NC 09/2023 11/2025
Credit Union Investment Services Raleigh NC 09/2023 11/2025
Osaic Institutions, Inc. Meriden CT 11/2025 Present
Southern Bank And Trust Wshington NC 11/2025 Present
  • 06/2019 → 09/2023
    Capital Investment Group Inc
    Raleigh, NC
  • 03/2016 → 10/2016
    Wells Fargo
    Belhaven, NC
  • 10/2016 → 03/2018
    Wells Fargo
    Canyon Park, WA
  • 03/2018 → 01/2019
    Bellevue Animal Hospital
    Bellevue, WA
  • 01/2019 → 09/2023
    Sherry Wolfe Capital Investments
    Washington, NC
  • 09/2023 → 11/2025
    State Employees' Credit Union
    Plymouth, NC
  • 09/2023 → 11/2025
    Secu Life Insurance Company
    Raleigh, NC
  • 09/2023 → 11/2025
    Secu Brokerage Services
    Raleigh, NC
  • 09/2023 → 11/2025
    Credit Union Investment Services
    Raleigh, NC
  • 11/2025 → Present
    Osaic Institutions, Inc.
    Meriden, CT
  • 11/2025 → Present
    Southern Bank And Trust
    Wshington, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-27
S63 Uniform Securities Agent State Law Examination 2020-10-01
  • S65 Uniform Investment Adviser Law Examination
    2024-03-27
  • S63 Uniform Securities Agent State Law Examination
    2020-10-01

View on SEC IAPD

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Other Investors

Adam Joseph Clough
Ashley Keith Woolard
MARK A CONWAY
LISA ROLL
THOMAS ROLL
RANDALL SCOTT WEST
Kasey Clayton Fletcher
MERLE THOMAS GREEN

Other Offices

EDWARD JONES · WINDSOR, NC
EDWARD JONES · WILLIAMSTON, NC
WELLS FARGO CLEARING SERVICES, LLC · WILLIAMSTON, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MERRY HILL, NC
TRUIST ADVISORY SERVICES, INC. · WILLIAMSTON, NC
EDWARD JONES · Williamston, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Williamston, NC
OSAIC INSTITUTIONS, INC. · AHOSKIE, NC

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