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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-06 |
| NY | RA | APPROVED | 2025-02-06 |
Branch Locations
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
1 Manhattanville Rd [Satellite], Purchase, NY 10577 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | White Plains | NY | 01/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | White Plains | NY | 11/2016 | 02/2025 |
| Wells Fargo Advisors Financial Network, Llc | Purchase | NY | 02/2025 | Present |
ERCB LLC; INV. RELATED; PURCHASE, NY; 50% OWNERSHIP; LLC FOR LEASE AGREEMENT AND PAY EXPENSES FOR FINET OFFICE; START DATE 11/15/2024; 2 HOURS PER MONTH; 0 HOURS DURING BUSINESS.| CDBL LLC; INV RELATED; NYACK, NY; TAX PURPOSES; 100% OWNERSHIP; START DATECDBL REAL ESTATE LLC ; INV RELATED;NYACK,NY; TO INVEST IN REAL ESTATE; 100; START DATE: 07/29/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; 03/06/2025; 2 HOURS PER MONTH; 0 HOURS DURING TRADING| PRINCETON HARRIMAN INSURANCE SOLUTIONS; INV RELATED; SARASOTA, FL; INSURANCE AGENCY; FINANCIAL ADVISOR; START DATE 04/11/2025; 8 HOURS PER MONTH; 0 HOURS DURING TRADING OBSIDIAN PLAINVILLE OPCO, LLC; INV RELATED;PLAINVILLE,CT; SILENT INVESTOR;17% OWNERSHIP; START DATE: 09/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-12 |
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