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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 | 2013-01-23 |
| NJ | RA | APPROVED | 2005-09-22 |
Branch Locations
331 Newman Springs Rd Bldg 2, 3Rd Fl, Red Bank, NJ 07701 • United States
Rumson, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New York | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | Present |
GIRL SCOUT TROOP 573; INV RELATED; FARMNGDALE, NJ; LEADER/TREASURER; START 1/10/2019; 12 HOURS PER MONTH; ZERO HOURS DURING TRADING; KEEPING TRACK OF AND SUBMITTING THE BUDGET. GIRL SCOUT TROOP, INV RELATED, RUMSON, NJ, LEADER/TREASURER, START 4/1/2021, 10 HOURS PER MONTH, ZERO DURING TRADING, KEEPING TRACK OF AND SUBMITTING THE BUDGET. POWER OF ATTORNEY FOR MOTHER, INV RELATED, RED BANK, NJ, START: 9/1/2023, 1 HOUR A MONTH, 1 HOUR DURING TRADING.; POWER OF ATTORNEY FOR FATHER, INV RELATED, RED BANK, NJ, START: 9/1/2023, 1 HOUR A MONTH, 1 HOUR DURING TRADING. BENEFICIARY FOR LIFE INSURANCE POLICY FOR SPOUSE; INV RELATED; RED BANK,NJ; INSURANCE; BENEFICIARY; START DATE: 02/22/2021; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-18 |
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