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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-04-07 |
Branch Locations
3825 Pga Boulevard Ste 601, Palm Beach Gardens, FL 33410 • United States
501 Broadway Suite 201 [Satellite], Pt. Pleasant Beach, NJ 08742 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lawrenceville | NJ | 06/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lawrenceville | NJ | 11/2016 | 04/2022 |
| Wells Fargo Advisors Financial Network, Llc | Manasquan | NJ | 04/2022 | Present |
BEACON WEALTH ADVISORS, LLC, INVT RELATED, HOLMDEL, NJ, 100% OWNERSHIP, START DATE 4/8/2022, 280 HRS PER MONTH, 8 HRS DURING TRADING, TRANSITIONING TO FINET PRACTICE. SHAPERO GP, LLC; INV RELATED; PALM BEACH GARDENS, FL; MERCHANT PARTNERSHIP;90% OWNERSHIP; START DATE: 11/21/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-26 |
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