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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Short Hills | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Short Hills | NJ | 11/2016 | 11/2021 |
| Wells Fargo Advisors Financial Network, Llc | Chatham | NJ | 11/2021 | Present |
SPRINGFIELD BASKETBALL ASSOCIATION LLC, INVT RELATED, SPRINGFIELD, NJ, TREASURER, START 1/1/2021, 2 HRS PER MONTH, 0 HRS DURING TRADING, CREATE BUDGET FOR ORGANIZATION AND MAKE DEPOSITS AND WITHDRAWALS.| J PEREZ GROUP, LLC, INVT RELATED, CHATHAM, NJ, 100% OWNERSHIP INCLUDING SPOUSE, START 10/11/2021, 160 HRS PER MONTH, 6.5 HRS DAILY. FINET PRACTICE.| J PEREZ TAX GROUP, LLC; INV RELATED; CHATHAM, NJ; TAX PRED BUSINESS; 100% OWNERSHIP; START DATE 05/01/2025; 10 HOURS PER MONTH; 10 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-23 |
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