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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2022-10-17 |
| NY | RA | APPROVED | 2022-10-17 |
| TX | RA | APPROVED | 2022-10-17 |
Branch Locations
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
230 Park Avenue, 3Rd Fl [Satellite], New York, NY 10169 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Southport | CT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Southport | CT | 11/2016 | 09/2022 |
| Wells Fargo Advisors Financial Network, Llc | Beachwood | OH | 10/2022 | Present |
DD TOTAL WEALTH MANAGEMENT, LLC, INVT RELATED, WILTON, CT, 100% OWNERSHIP, START DATE 10/16/2022, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE.| DD TOTAL WEALTH MANAGEMENT, LLC I401K, INV RELATED, WILTON, CT, TRUSTEE, START DATE 10/16/2022, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE I401K.| PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS.| DEVANE GP, LLC; INV RELATED; WILTON, CT; HOLDING COMPANY; 86.5% OWNERSHIP; START DATE 06/20/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-01 |
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