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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-19 |
Branch Locations
100 Front St Suite 610 6Th Floor, Worcester, MA 01608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Worcester | MA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Worcester | MA | 11/2016 | 09/2025 |
| Wells Fargo Advisors Financial Network, Llc | Worcester | MA | 09/2025 | Present |
IKON PRIVATE WEALTH, LLC; INV RELATED; WORCESTER, MA; 50% OWNERSHIP; 09/2025; 15 HOURS PER MONTH; 0 DURING TRADING; FINET PRACTICE | NORTHSTAR FINANCIAL INC; INV RELATED; WESTMINSTER, MA; FINET PRACTISE ;100% OWNERSHIP; START DATE: 08/06/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-27 |
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