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Detailed Report
KELLY POTTER
KELLY LAUREN HURLBUTT, KELLY HURLBUTT, KELLY LAUREN POTTER
CRD#: 6343735
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 9110 STRADA PL 3RD FL
[SUPPORT CENTER]
NAPLES, FL 34108
Registration History
201620172018201920202021202220232024202520262 FIRMS2017 - Present (7 years)BLINCOLN INVESTMENT (CRD# 519)2016 - 2017 (<1 year)IALINCOLN INVESTMENT (CRD# 519)2017 - 2017 (<1 year)
License(s)

State Registrations

B
Arizona 12/1/2022
B
Missouri 1/30/2020
B
California 1/6/2022
B
Nevada 3/2/2020
B
Colorado 1/6/2022
B
New Jersey 1/30/2020
B
Connecticut 1/6/2022
B
New Mexico 12/21/2020
B
Delaware 3/5/2024
B
New York 1/30/2020
B
District of Columbia 10/9/2023
B
North Carolina 1/30/2020
B
Florida 7/18/2017
B
North Dakota 1/21/2025
IA
Florida 7/19/2017
B
Ohio 1/31/2020
B
Georgia 1/6/2022
B
Oklahoma 1/30/2020
B
Illinois 2/3/2020
B
Oregon 8/14/2023
B
Indiana 4/5/2022
B
Pennsylvania 1/30/2020
B
Iowa 1/16/2025
B
Rhode Island 4/9/2024
B
Kansas 12/13/2022
B
South Carolina 3/6/2025
B
Kentucky 6/23/2022
B
South Dakota 10/31/2022
B
Louisiana 2/27/2020
B
Tennessee 2/3/2020
B
Maryland 3/6/2025
B
Texas 1/30/2020
B
Massachusetts 1/30/2020
IA
Texas 1/31/2020
B
Michigan 1/30/2020
B
Virginia 1/30/2020
B
Minnesota 2/26/2020
B
Washington 1/6/2022
B
Mississippi 10/25/2023
B
Wisconsin 1/30/2020

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)
9110 STRADA PL 3RD FL [SUPPORT CENTER], NAPLES, FL 34108
Registered with this firm since 7/19/2017
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
9110 STRADA PL 3RD FL [SUPPORT CENTER], NAPLES, FL 34108
Registered with this firm since 7/18/2017
Previous Registration(s)
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IA
 01/26/2017 - 07/03/2017 LINCOLN INVESTMENT (CRD#:519) NAPLES, FL
B
 09/07/2016 - 07/03/2017 LINCOLN INVESTMENT (CRD#:519) NAPLES, FL
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.