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521 West Central Avenue, Winter Haven, FL 33880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-09-25 |
Branch Locations
521 West Central Avenue, Winter Haven, FL 33880 • United States
521 West Central Avenue, Winter Haven, FL 33880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2003-08-18 |
Branch Locations
521 West Central Avenue, Winter Haven, FL 33880 • United States
10150 Highland Manor Drive, Suite 200, Tampa, FL 33610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Investments, Inc | Winter Haven | FL | 07/2000 | Present |
| Wells Global Investment Advisers Llc | Winter Haven | FL | 05/2009 | Present |
| Valor Financial Securities Llc | Winter Haven | FL | 06/2009 | Present |
AT 521 WEST CENTRAL AVENUE, WINTER HAVEN, FL: OUR FALLEN HEROES FOUNDATION, INC. NON INVESTMENT-RELATED, NON-PROFIT TO ASSIST FAMILIES OF FALLEN HEROES AND INJURED MILITARY PERSONNEL, SECRETARY/TREASURER AND DIRECTOR, 2004, 4 HRS/QTR, SOME DURING SECURITIES TRADING HOURS.WELLS INVESTMENTS, LLC, INVESTMENT-RELATED, ADVISORY SERVICES, PRESIDENT AND INVESTMENT ADVISORY REPRESENTATIVE, 2001, 30 HRS/MO, MOSTLY DURING SECURITIES TRADING HOURS, PORTFOLIO MGT AND CLIENT SERVICES. WELLS GLOBAL INVESTMENT ADVISERS, LLC, INVESTMENT-RELATED, ADVISORY SERVICES, INVESTMENT ADVISORY REPRESENTATIVE, 2009, 110 HRS/MONTH, MOSTLY DURING SECURITIES TRADING HOURS, PORTFOLIO MANAGEMENT AND CLIENT SERVICES.I WILL ENTERPRISES, NOT INVESTMENT-RELATED, MOTIVATIONAL SERVICES AND PRODUCTS, MOTIVATIONAL SPEAKER, 2009, 1 HR/QTR, NOT DURING SECURITIES TRADING HOURS, SPEAKER. TRUST PROTECTOR, NON INVESTMENT RELATED, ADM SUPPORT, TWO HOURS A MONTH, SOME DURING SECURITIES TRADING HOURS. WINVEST, NON INVESTMENT-RELATED, REAL ESTATE HOLDING COMPANY, 2 HRS PER MONTH, NOT DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-11 |
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