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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_RES | 2018-08-26 |
| GA | RA | APPROVED | 2003-04-22 |
Branch Locations
10825 Alpharetta Hwy 3Rd Fl, Roswell, GA 30076 • United States
2520 Northwinds Pkwy Ste 200 [G9-Rbo], Alpharetta, GA 30009 • 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 | Decatur | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Decatur | GA | 11/2016 | Present |
CONGREGATION OR-HADASH; NOT INV RELATED; SANDY SPRINGS, GA; FINANCE COMMITTEE MEMBER; START 07/15/2024; 2 HOURS PER MONTH; 0 HOURS DURING TRADING; TO ASSIST WITH DUES, MEMBERSHIP AND CASH FOW. BITTERMAN / GROSS ESTATE ; INV RELATED; MARCO ISLAND, FL; EXECUTOR; START DATE: 09/30/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; KAREN GROSS ESTATE ; INV RELATED; WINTER PARK, FL; HANDLING MOM'S ESTATE; EXECUTOR; START DATE: 09/23/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-23 |
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