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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 | 2024-03-15 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
331 Newman Springs Road Building 3 Suite 330 [Satellite], Red Bank, NJ 07701 • 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 | Red Bank | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Red Bank | NJ | 11/2016 | 03/2024 |
| Wells Fargo Advisors Financial Network, Llc | Red Bank | NJ | 03/2024 | Present |
RENTAL PROPERTY, INV RELATED, NAPLES, FL, 100% OWNERSHIP WITH SPOUSE, START 8/1/2020, 1 HOUR PER MONTH, ZERO DURING TRADING, VRBO.| JMAC FINANCIAL LLC; INV. RELATED; SPRING LAKE, NJ; 100% OWNERSHIP; FINET PRACTICE; START DATE 12/6/2023; 0 HRS PER MONTH; 0 HRS DURING TRADING.| LANTERNS 5 LLC; INV. RELATED; SPRING LAKE, NJ; 100% OWNERSHIP; OWN CONDO IN NAPLES, FL; START DATE 5/7/2020; 0 HOURS PER MONTH.| MCCARTHY GP, LLC; INV RELATED; SPRING LAKE, NJ; 90% OWNERSHIP; START DATE 03/10/2025; 5 HOURS PER MONTH; 0 HOURS DURING TRADING ; FORMED IN ORDER TO SELL 72 GROWTH PARTNERS LLC RENTAL PROPERTY - LANTANA; INV RELATED; NAPLES,FL; PERSONAL USE AND POTENTIAL RENTAL;50% OWNERSHIP; START DATE: 11/24/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-07 |
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