Shelley Clyde York

Current Employers

Employment History

• 04/2010 → 11/2016
  Wells Fargo Advisors Llc
  Greensboro, NC
• 11/2016 → 04/2019
  Wells Fargo Clearing Services, Llc
  Greensboro, NC
• 04/2019 → 01/2024
  Woodbury Financial Services Inc
  Greensboro, NC
• 01/2024 → Present
  Osaic Wealth, Inc.
  Greensboro, NC

Previous Registrations

• 2019-04-18 → 2024-01-19
  Woodbury Financial Services, Inc.
  Greensboro, NC
  Charlotte, NC
  Greensboro, NC
• 2010-04-30 → 2019-04-24
  Wells Fargo Clearing Services, Llc
  Greensboro, NC
  Greensboro, NC
• 2009-06-01 → 2010-05-04
  Morgan Stanley
  Greensboro, NC
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Greensboro, NC
• 2004-11-05 → 2007-04-02
  Morgan Stanley Dw Inc.
  Greensboro, NC
  Greensboro, NC
• 2001-12-31 → 2004-11-22
  Scott & Stringfellow, Llc
  High Point, NC

Other Businesses

1. GCG WEALTH MANAGEMENT, INC POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 130 START DATE: 04/18/2019 ADDRESS: 717 Green Valley Road, Suite 100, Greensboro NC 27408, United States DESCRIPTION: Service securities clients under DBA name of GCG Wealth Management offering full service brokerage services. 2. SHELL YORK FIXED INSURANCE POSITION: Agent - Insurance Producer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/22/2024 ADDRESS: 717 Green Valley Road, Suite 100, Greensboro NC 27408, United States DESCRIPTION: Provide insurance products to clients as part of the financial practice. Sales and service of fixed insurance and annuities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-08-01
• S63 Uniform Securities Agent State Law Examination
  1985-05-01

Designations

Other Names

• Shell York
• Shelley Clyde York
• Shelley Clyde York
• Shelley C. York
• Shelley Clyde York Iii
• Shell York
• Shell York