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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-06 |
Branch Locations
1 Penn Plaza, 27Th Fl, New York, NY 10119 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-22 |
| NJ | RA | APPROVED | 2013-11-15 |
Branch Locations
550 Hills Dr, Bedminster, NJ 07921 • United States
1211 Ave Of The Americas 27Th Fl, New York, NY 10036 • United States
1 Penn Plz Fl 27, New York, NY 10119 • United States
Bridgewater, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Oakhurst | NJ | 11/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oakhurst | NJ | 11/2016 | Present |
| Wells Fargo Advisors Financial Network | New York | NY | 05/2026 | Present |
CO TRUSTEE FOR MOTHER, INV RELATED, MILLTOWN, NJ, START: 7/2009, 1 HOUR PER MONTH/0 DURING TRADING. ROYCEFIELD SWIM CLUB; NOT INVESTMENT RELATED; HILLSBOROUGH,NJ; LESS THAN 1% OWNERSHIP; START DATE 07/01/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. FAMILY TRUST; INV RELATED;BRIDGEWATER,NJ; TRUSTEE/CO-TRUSTEE; START DATE: 06/15/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-04 |
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