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Detailed Report
CUADUANA PAUL TERRY
C TERRY
CRD#: 3211297
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 30 CATOCTIN CIR SE
STE A
LEESBURG, VA 20175
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2013 - Present (11 years)BPNC INVESTMENTS (CRD# 129052)2008 - 2013 (4 years)BAXA ADVISORS, LLC (CRD# 6627)1999 - 2008 (9 years)BTHE EQUITABLE LIFE ASSURANCE S... (CRD# 4039)1999 - 2000 (<1 year)IAPNC INVESTMENTS (CRD# 129052)2009 - 2013 (4 years)IAAXA ADVISORS, LLC (CRD# 6627)2000 - 2008 (8 years)
Disclosure(s)
View By:
4/5/2023
Financial
Final
8/17/2022
Financial
Final
8/25/2017
Financial
Final
License(s)

State Registrations

B
Alabama 7/22/2024
B
New York 11/17/2021
B
District of Columbia 9/18/2013
B
North Carolina 1/26/2017
B
Florida 6/15/2016
B
Pennsylvania 9/5/2018
B
Illinois 8/8/2024
B
South Carolina 8/30/2021
B
Iowa 10/27/2023
B
Texas 1/12/2018
B
Kentucky 7/29/2022
IA
Texas 1/13/2018
B
Maine 11/29/2022
B
Virginia 9/18/2013
B
Maryland 9/18/2013
IA
Virginia 9/19/2013
B
Michigan 7/22/2021
B
West Virginia 6/25/2014
B
Nevada 5/17/2021

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

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
30 CATOCTIN CIR SE STE A, LEESBURG, VA 20175
7591 SOMERSET CROSSING DR, GAINESVILLE, VA 20155
Registered with this firm since 9/19/2013
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
30 CATOCTIN CIR SE STE A, LEESBURG, VA 20175
7591 SOMERSET CROSSING DR, GAINESVILLE, VA 20155
Registered with this firm since 9/18/2013
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 01/09/2009 - 09/04/2013 PNC INVESTMENTS (CRD#:129052) WASHINGTON, DC
B
 11/25/2008 - 09/04/2013 PNC INVESTMENTS (CRD#:129052) WASHINGTON, DC
IA
 08/31/2000 - 10/22/2008 AXA ADVISORS, LLC (CRD#:6627) FALLS CHURCH, VA
B
 08/16/1999 - 10/22/2008 AXA ADVISORS, LLC (CRD#:6627) FALLS CHURCH, VA
B
 08/16/1999 - 01/05/2000 THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (CRD#:4039) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.