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BEVERLY SOWELL MONTGOMERY
BEVERLY SUE SOWELL
CRD#: 1820341
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 401 S TRYON ST 3RD FL
CHARLOTTE, NC 28202
Registration History
19901995200020052010201520202025IAWELLS FARGO ADVISORS (CRD# 19616)2002 - Present (22 years)BWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2000 - Present (24 years)BFIRST UNION BROKERAGE SERVICES... (CRD# 8112)1988 - 2000 (12 years)
License(s)

State Registrations

B
North Carolina 10/1/2000

IA
North Carolina 5/2/2002

SRO Registrations

B
Cboe Exchange, Inc.

B
FINRA

B
NYSE American LLC

B
Nasdaq PHLX LLC

B
Nasdaq Stock Market

B
New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
401 S TRYON ST 3RD FL, CHARLOTTE, NC 28202
LANCASTER, SC
Registered with this firm since 5/2/2002

B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
401 S TRYON ST 3RD FL, CHARLOTTE, NC 28202
LANCASTER, SC
Registered with this firm since 10/1/2000

Previous Registration(s)
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B
04/28/1988 - 10/01/2000 FIRST UNION BROKERAGE SERVICES, INC. (CRD#:8112) CHARLOTTE, NC
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B
Broker
IA
Investment Adviser
Disclosures
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