Best Investors Account Sign in

Edward Stockton Wells

LPl Financial LLC

Irmo, SC

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2021-07-21
  • SC RA
    APPROVED
    Since 2021-07-21

Branch Locations

7326 College St Ste 100, Irmo, SC 29063 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 10/2017 03/2021
University Of South Carolina Columbia SC 08/2014 12/2017
Bb&T Columbia SC 05/2017 10/2017
Waddell & Reed Columbia SC 10/2016 11/2017
Bank Of America N.A. Columbia SC 01/2020 04/2021
Waddell & Reed Irmo SC 03/2021 04/2021
Waddell & Reed, Inc Irmo SC 04/2021 07/2021
Gabriel Penfield Irmo SC 04/2021 Present
Various Insurance Carriers For W&R Insurance Agencies Cayce SC 04/2021 07/2021
Js Promotions Llc Cayce SC 04/2021 Present
Lpl Financial Llc Irmo SC 07/2021 Present
  • 10/2017 → 03/2021
    Columbia, SC
  • 08/2014 → 12/2017
    University Of South Carolina
    Columbia, SC
  • 05/2017 → 10/2017
    Bb&T
    Columbia, SC
  • 10/2016 → 11/2017
    Waddell & Reed
    Columbia, SC
  • 01/2020 → 04/2021
    Bank Of America N.A.
    Columbia, SC
  • 03/2021 → 04/2021
    Waddell & Reed
    Irmo, SC
  • 04/2021 → 07/2021
    Waddell & Reed, Inc
    Irmo, SC
  • 04/2021 → Present
    Gabriel Penfield
    Irmo, SC
  • 04/2021 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Cayce, SC
  • 04/2021 → Present
    Js Promotions Llc
    Cayce, SC
  • 07/2021 → Present
    Irmo, SC
Previous Registrations
Other Businesses

1- 04/2021 / JS PROMOTIONS, LLC / Business Owner / NOT INVESTMENT RELATED / Irmo, SC 29063 2- 09/06/2022 - Relational Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/01/2021 - 20 Hours Per Month/20 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-02
  • S66 Uniform Combined State Law Examination
    2018-08-02
Other Names
  • Edward Stockton Wells
  • Edward Wells
  • Stockton Wells

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Irmo, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor