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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 |
|---|---|---|---|
| RI | RA | APPROVED | 2019-05-02 |
| TX | RA | APPROVED | 2019-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Wellesley | MA | 12/2017 | 05/2019 |
| Stay At Home Mom | Sudbury | MA | 04/2007 | 12/2017 |
| Wells Fargo Advisors Financial Network, Llc | Wellesley | MA | 05/2019 | Present |
WELLESLEY MAT CLUB; INV RELATED;WELLESLEY,MA; TREASURER; START DATE: 03/09/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-11 |
| S65 | Uniform Investment Adviser Law Examination | 2003-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-27 |
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