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Lincoln Sherwood Maurer

Wells Fargo Investment Institute, Inc.

Charlotte, NC

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Current Employers
Wells Fargo Investment Institute, Inc.

550 South Tryon Street 40Th Floor, Charlotte, NC 28202 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-12-01
  • NC RA
    APPROVED
    Since 2022-12-01

Branch Locations

550 S Tryon St 40Th Floor, Charlotte, NC 28202-4200 • 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
Wells Fargo Investment Institute, Inc. Charlotte NC 11/2022 Present
Somic America, Inc. Wytheville VA 06/2019 09/2022
Liberty University Lynchburg VA 08/2018 05/2021
Wytheville Community College Wytheville VA 08/2017 05/2018
Pensacola Christian College Pensacola FL 08/2016 05/2017
Central Contracting St. Albans WV 05/2017 07/2018
  • 11/2022 → Present
    Wells Fargo Investment Institute, Inc.
    Charlotte, NC
  • 06/2019 → 09/2022
    Somic America, Inc.
    Wytheville, VA
  • 08/2018 → 05/2021
    Liberty University
    Lynchburg, VA
  • 08/2017 → 05/2018
    Wytheville Community College
    Wytheville, VA
  • 08/2016 → 05/2017
    Pensacola Christian College
    Pensacola, FL
  • 05/2017 → 07/2018
    Central Contracting
    St. Albans, WV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-01
  • S65 Uniform Investment Adviser Law Examination
    2022-12-01

View on SEC IAPD

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