Salli Jeanne Wells

Employer firm

Voya Financial Advisors, Inc. CRD 2882

$3.87B regulatory AUM 120 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-05-01
CA	RA	APPROVED	2011-01-03

TX RA
APPROVED_RES

Since 2023-05-01
CA RA
APPROVED

Since 2011-01-03

Branch Locations

1030 Nevada St Ste 203, Redlands, CA 92374 • 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
Voya Financial Partners	Dayton	OH	09/2014	Present

09/2014 → Present

Voya Financial Partners

Dayton, OH

Previous Registrations

2003-04-17 → 2011-01-03

Voya Financial Partners, Llc

Hartford, CT

Redlands, CA

Dayton, OH

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1030 NEVADA ST STE 203; REDLANDS; CA; 92374; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 8/1/2009; 4; 4; SALE OF FIXED INSURANCE PRODUCTS|

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-09
S63	Uniform Securities Agent State Law Examination	1994-06-28

S65 Uniform Investment Adviser Law Examination

1999-12-09
S63 Uniform Securities Agent State Law Examination

1994-06-28

Other Names

Salli Jeanne Luckritz
Salli Luckritz Wells
Salli J Wells

View on SEC IAPD