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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2023-11-14 |
| CT | RA | APPROVED | 2023-11-09 |
| TX | RA | APPROVED | 2023-11-09 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
285 Riverside Ave Suite 250 [Satellite], Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Westport | CT | 11/2023 | Present |
| Ubs Financial Services Inc | Westport | CT | 02/2009 | 11/2023 |
TOOHILL GP, LLC; INV RELATED; WILTON, CT; 90% OWNERSHIP; START DATE 03/10/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING; FORMED TO SELL 10% TO 72 GROWTH PARTNERS WILTON HIGH SCHOOL; NOT INV RELATED; WILTON , CT; COACH; HEAD VARISTY BASEBALL COACH ; START DATE: 11/14/2025; 12 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-25 |
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