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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-10 |
| NY | RA | APPROVED | 2021-07-27 |
| NJ | RA | APPROVED | 2013-06-24 |
Branch Locations
2 Crosfield Ave Ste 105, West Nyack, NY 10994 • United States
401 Hackensack Ave Ste 901, Hackensack, NJ 07601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | West Nyack | NY | 04/2013 | Present |
RENTAL PROPERTY; INV-RELATED; WEST NYACK, NY; 100% OWNERSHIP; START: 11/07/2014; HOURS: 1 HOUR PER MONTH - 1 DURING TRADING; DUTIES: LANDLORD.; CO-TRUSTEE FOR 401K; INV RELATED; WEST NYACK, NY; PERSONAL 401K; 1 HR/MO; 1 DURING TRADING.; CLIENT CENTRIC ADVISORS INC., INV RELATED, WEST NYACK, NY, 100% OWNERSHIP, START 4/1/2013, ZERO HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE.; CO-TRUSTEE FOR CLIENT CENTRIC ADVISORS 401K, INV RELATED, WEST NYACK, NY, START: 11/3/2021, 1 HR/MONTH, 1 HR DURING TRADING.; CO-TRUSTEE FOR CLIENT CENTRIC ADVISORS 401K FBO 2 ASSOCIATES, INV RELATED, SLOATSBURG, NY, START: 3/1/2023, 1 HOUR A MONTH, 1 HOUR DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-24 |
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