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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 | 2024-05-17 |
| VA | RA | APPROVED | 2024-05-17 |
Branch Locations
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 | Washington | DC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 11/2016 | 07/2021 |
| Wells Fargo Advisors Financial Network, Llc | Boston | MA | 07/2021 | 07/2022 |
| Wells Fargo Clearing Services, Llc ( | Alexandria | VA | 07/2022 | 05/2024 |
| Wells Fargo Advisors Financial Network, Llc | Alexandria | VA | 05/2024 | Present |
RENTAL PROPERTY, INVT RELATED, MILTON, MA, 100% OWNERSHIP, START 12/27/2011, 0 HRS PER MONTH, 0 HRS DURING TRADING, HOMEOWNER. CHAMPION & ASSOCIATES LAW OFFICE, NOT INVT RELATED, MILTON, MA, OFFICE ASSISTANT, START 5/23/2007, 5 HRS PER MONTH, 0 HRS DURING TRADING, GENERAL OFFICE DUTIES. SUFFOLK LAW SCHOOL, NOT INVT RELATED, BOSTON, MA, SEASONAL PROCTOR, START 7/6/2005, 5 HRS PER MONTH, 0 HRS DURING TRADING, ADMINISTER FINAL EXAMS. LITTLE CELEBRATION CHILDREN'S EVENT RENTALS, NOT INVT RELATED, STOUGHTON, MA, OFFICE ASSISTANT, START 9/1/2021, 8 HRS PER MONTH, 0 HRS DURING TRADING, GENERAL OFFICE DUTIES. PEARL STREET NUTRITION, NOT INV RELATED, STOUGHTON, MA, OFFICE ASSISTANT, START 9/1/2022, 5 HRS PER MONTH, 0 HRS DURING TRADING, GENERAL OFFICE DUTIES MASSACHUSETTS BOARD OF BAR EXAMINERS, NOT INV RELATED, BOSTON, MA, SEASONAL PROCTOR, START 7/1/2022, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, ADMINISTERING BAR EXAMS. CHINGU, LLC, NOT INVT RELATED, MILTON, MA, 1% OWNERSHIP, START DATE 2/13/2024, 0 HRS PER MONTH AND DURING TRADING, WINE BUSINESS; DUTIES: NONE. PALLOMINO XING SERVICE, LLC, NOT INVT RELATED, MILTON, MA, 100% OWNERSHIP, START DATE 2/20/2024, 25 HRS PER MONTH, 0 HRS DURING TRADING, PERSONAL ORGANIZER BUSINESS OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-31 |
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