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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2022-11-14 |
| TX | RA | APPROVED | 2022-11-14 |
Branch Locations
150 West Campbell [Satellite], Arlington Heights, IL 60005 • United States
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Itasca | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Itasca | IL | 11/2016 | 11/2022 |
| Wells Fargo Advisors Financial Network, Llc | Yardley | PA | 11/2022 | Present |
AZG ADVISORY SERVICES LLC, INV RELATED, ARLINGTON HEIGHTS, IL, 100% OWNERSHIP, START 11/14/2022, 160 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE. AZG FINANCIAL ADVISORY LLC, INV RELATED, ARLINGTON HEIGHTS, IL, 100% OWNERSHIP, START 11/14/2022, 160 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS; INV RELATED; SARASOTA, FL; FINANCIAL ADVISOR; START DATE 12/1/2024; 8 HOURS PER MONTH; 8 DURING TRADING; INSURANCE PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-22 |
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