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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-05-18 |
| TX | RA | APPROVED | 2023-05-18 |
Branch Locations
113 S Water Street, Elizabeth City, NC 27909 • United States
Edenton, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Elizabeth City | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Elizabeth City | NC | 11/2016 | 05/2023 |
| Wells Fargo Advisors Financial Network, Llc | Elizabeth City | NC | 05/2023 | Present |
WHICHARD & WOOLARD LLC, INV RELATED; ELIZABETH CITY, NC, 50% OWNERHSIP, START 4/30/2002, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, REAL ESTATE HOLDING COMPANY.; COMMERCIAL RENTAL PROPERTY, INV RELATED, ELIZABETH CITY, NC, 50% OWNERSHIP, START 5/22/23, 1 HOUR PER MONTH, 1 DURING TRADING, RESTAURANT AND PRACTICE RENTAL.; WHICHARD & WOOLARD INVESTMENTS, INV RELATED, ELIZABETH CITY, NC, 50% OWNERSHIP, START 1/23/2023, 20 HOURS PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE.; CO-TRUSTEE FOR MOTHER'S TRUST, INV RELATED, EDENTON, NC, START: 3/11/2015, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; CO-TRUSTEE FOR WHICHARD & WOOLARD INVESTMENTS, LLC, INV RELATED, ELIZABETH CITY, NC, START: 5/22/2023, 20 HOURS A MONTH, LESS THAN 1 HOUR DURING TRADING, FINET PRACTICE 401K. RENTAL PROPERTY, INV RELATED, NAGS HEAD, NC, 100% OWNERSHIP, START 7/22/24, 1 HR PER MONTH, 0 HRS DURING TRADING; WHICHARD WOOLARD & MITCHELL WEALTH MANAGEMENT; INV RELATED; ELIZABETH CITY, NC; WEALTH MANAGEMENT;50% OWNERSHIP; START DATE: 05/23/2023; 35 HRS PER MONTH; 35 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-20 |
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