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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_RES | 2025-08-29 |
| MD | RA | APPROVED | 2024-11-07 |
Branch Locations
1013 Centre Rd Ste 229, Wilmington, DE 19805 • United States
30 E Pennsylvania Suite 500 [Satellite], Bel Air, MD 21014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bel Air | MD | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bel Air | MD | 11/2016 | 11/2024 |
| Wells Fargo Advisors Financial Network, Llc ( | Bel Air | MD | 11/2024 | Present |
TRUSTEE FOR NEPHEWS/NIECES/BROTHER, INV RELATED, ABINGDON, MD, START: 9/2013, 2 HOURS PER MONTH/HALF HOUR DURING TRADING.| PINNACLE WEALTH MANAGEMENT LLC; INV RELATED; ABINGDON, MD; FINANCIAL ADVISOR; 100% OWNERSHIP; START DATE 11/12/2024; 160 HOURS PER MONTH; 160 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-15 |
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