Wade Clark Colwell

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Fayetteville, AR
• 11/2016 → 08/2022
  Wells Fargo Clearing Services, Llc
  Fayetteville, AR
• 09/2022 → Present
  Raymond James Financial Services, Inc
  Fayetteville, AR
• 09/2022 → Present
  Raymond James Financial Services Advisors, Inc
  Fayetteville, AR
• 09/2022 → Present
  Concurrent Advisors
  Fayetteville, AR
• 05/2017 → Present
  Ozark Highland Trail
  Fayetteville, AR

Previous Registrations

• 2008-01-01 → 2022-09-21
  Wells Fargo Clearing Services, Llc
  Fayetteville, AR
• 2000-07-19 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Fayetteville, AR
  Fayetteville, AR
  St. Louis, MO

Other Businesses

(1) Name of Business: Address: 501 Forest Ave, Fayetteville, AR, 72701, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/31/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I rent 98 Maple St. It is the cottage in my back yard (2) Name of Business: C&W Properties LLC Address: 501 Forest Ave, Fayetteville, AR, 72701, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 10/06/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Property Management (3) Name of Business: Colwell Wealth Management Address: 355 N College Ave Ste 4, Fayetteville, AR, 72701-4204, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/07/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner Colwell Wealth Management (4) Name of Business: Gizmo & Zippy LLC Address: 501 Forest Ave, Fayetteville, AR, 72701, United States Activity Type: Rental Real Estate Position/Title: Officer - Treasurer, Owner/Proprietor, Officer - President, Officer - Secretary Investment Related: Yes Start Date: 06/14/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sole proprietor of the LLC (5) Name of Business: Gizmo & Zippy LLC Address: 501 Forest Ave, Fayetteville, AR, 72701, United States Activity Type: Rental Real Estate Position/Title: Officer - Treasurer, Owner/Proprietor, Officer - President, Officer - Secretary Investment Related: Yes Start Date: 06/14/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintaining office space

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-15
• S63 Uniform Securities Agent State Law Examination
  1987-01-30

Other Names

• Wade Colwell