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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2026-03-30 |
| MD | RA | APPROVED | 2026-03-20 |
| TX | RA | APPROVED | 2026-03-20 |
Branch Locations
7600 Wisconsin Ave 100 [Satellite], Bethesda, MD 20814 • United States
1450 Twin Lakes Avenue Suite 202, Bozeman, MT 59718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bethesda | MD | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bethesda | MD | 11/2016 | 03/2026 |
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 03/2026 | Present |
POWER OF ATTORNEY FOR MOTHER; INV RELATED; WALTHAM, MA; POA; 04/2025; 1 HOUR PER MONTH; 0 DURING TRADING; ASSIS MOTHER WITH HER FINANCIAL AFFAIRS VIA NON-WELLS FARGO ACCOUNTS THE BURSTIN GROUP INC; INV RELATED;POTOMAC,MD; FINET PRACTICE;100% OWNERSHIP; START DATE: 04/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; BURSTIN GP, LLC ; INV RELATED;BOZEMAN,MT; MERCHANT ;90% OWNERSHIP; START DATE: 07/22/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-06-13 |
| S66 | Uniform Combined State Law Examination | 2003-08-14 |
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