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MATTHEW DAVID KURZ
CRD#: 3220008
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 216 S WAYNE AVE 1ST & 2ND FLS
WAYNESBORO, VA 22980
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2001 - 2002 (<1 year)2 FIRMS2002 - Present (22 years)BUBS PAINEWEBBER INC. (CRD# 8174)2000 - 2001 (<1 year)BJ.C. BRADFORD & CO. (CRD# 1287)1999 - 2000 (<1 year)
Disclosure(s)
View By:
3/25/2009
Customer Dispute
Denied
10/17/2006
Customer Dispute
Denied
License(s)

State Registrations

B
Alabama 9/12/2022

B
North Carolina 12/19/2003

B
Arizona 11/3/2017

B
Ohio 11/27/2022

B
California 2/17/2017

B
Oregon 10/18/2019

B
Florida 8/19/2003

B
Pennsylvania 6/15/2002

B
Georgia 12/19/2023

B
South Carolina 6/27/2017

B
Maryland 6/20/2002

B
Texas 8/14/2024

B
Massachusetts 9/18/2024

IA
Texas 8/14/2024

B
Montana 4/11/2024

B
Virgin Islands 9/6/2018

B
Nevada 8/26/2015

B
Virginia 6/15/2002

B
New Jersey 1/26/2016

IA
Virginia 6/21/2002

B
New York 3/5/2024

B
West Virginia 6/15/2002

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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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)
216 S WAYNE AVE 1ST & 2ND FLS, WAYNESBORO, VA 22980
2011 EVELYN BYRD AVE [HR-RBO], HARRISONBURG, VA 22801
Registered with this firm since 6/21/2002

B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
216 S WAYNE AVE 1ST & 2ND FLS, WAYNESBORO, VA 22980
2011 EVELYN BYRD AVE [HR-RBO], HARRISONBURG, VA 22801
Registered with this firm since 6/15/2002

Previous Registration(s)
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IA
09/07/2001 - 06/21/2002 WACHOVIA SECURITIES, INC. (CRD#:431) HARRISONBURG, VA
B
07/18/2001 - 06/15/2002 WACHOVIA SECURITIES, INC. (CRD#:431) CHARLOTTE, NC
B
08/14/2000 - 07/11/2001 UBS PAINEWEBBER INC. (CRD#:8174) WEEHAWKEN, NJ
B
09/20/1999 - 08/14/2000 J.C. BRADFORD & CO. (CRD#:1287) NEW YORK, NY
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B
Broker
IA
Investment Adviser
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.