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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 | 2020-01-09 |
| VT | RA | APPROVED | 2020-01-09 |
Branch Locations
75 Talcott Road Suite 70 [Satellite], Williston, VT 05495 • United States
572 Titus Ave, Rochester, NY 14617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Burlington | VT | 04/2012 | 12/2019 |
| Wells Fargo Advisors Financial Network, Llc | Williston | VT | 12/2019 | Present |
POWER OF ATTORNEY FOR DAD; INV RELATED; WILLISTON, VT; POA; START DATE 07/15/2025; 10 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-10 |
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