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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 | 2021-07-27 |
| TX | RA | APPROVED_RES | 2015-01-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Oneonta | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oneonta | NY | 11/2016 | Present |
TRUSTEE OF TRUST B FOR BENEFIT OF SON; INV. RELATED; MARYLAND, NY; START DATE 12/2022; 2 HRS PER MONTH; 0 HRS DURING TRADING.; TRUSTEE OF TRUST A FOR BENEFIT OF SON, INV RELATED, MARYLAND, NY, START DATE: 2/16/2023, 1 HOUR A MONTH, 1 HOUR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-08-02 |
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