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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-19 |
| RI | RA | APPROVED | 2025-02-06 |
Branch Locations
125 High St Ste 1359A, Boston, MA 02110 • United States
Bonita Springs, FL • United States
Walpole, MA • United States
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 | Boston | MA | 12/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 11/2016 | Present |
TRUSTEE FOR UNCLE, INVESTMENT RELATED, WALPOLE, MA, START DATE 12/5/08, 1 HR YEAR / DURING TRADING HOURS.; TRUSTEE FOR UNCLE, INVESTMENT RELATED, BERNARDSVILLE, NJ, START DATE 4/17/17, 1-2 HRS PER MONTH, LESS THAN 1 HR DURING TRADING.; TRUSTEE FOR UNCLE, INV RELATED, WALPOLE, MA, START: 3/23/2021, LESS THAN 1 HR/MONTH, LESS THAN 1 HR DURING TRADING.; DISTRIBUTION ADVISER FOR UNCLE, INV RELATED, BASKING RIDGE, NJ, START: 5/1/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING.; DISTRIBUTION ADVISER FOR UNCLE, INV RELATED, BASKING RIDGE, NJ, START: 5/1/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-16 |
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