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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 | 2020-10-12 |
| NJ | RA | APPROVED | 2016-03-14 |
Branch Locations
1051 W Sherman Ave Bldg 5/Ste B, Vineland, NJ 08360 • United States
1201 New Rd, Ste 207 Cornerstone Commerce Center, Linwood, NJ 08221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Vineland | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Vineland | NJ | 11/2016 | Present |
CUMBERLAND COUNTY ECONOMIC DEVELOPMENT BOARD; NOT INV RELATED; MILLVILLE, NJ; BOARD MEMBER; START 7/2022; 2 HRS PER MONTH; 0 HRS DURING TRADING; DISCUSS POTENTIAL BUSINESSES COMING INTO THE COUNTY AND MARKETING CUMBERLAND COUNTY. INSPIRA MEDICAL CENTER INC, INV RELATED, MULLICA HILL, NJ, FINANCE COMMITTEE MEMBER, START 8/1/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, PROVIDE GUIDANCE AND OVERSIGHT, FOCUS ON STRATEGIC PLANNING AND GROWTH, REVIEW INVESTMENTS AND RECORD KEEPING. VINELAND PUBLIC SCHOOLS BOARD OF EDUCATION; NOT INV. RELATED; VINELAND, NJ; BOARD MEMBER; START DATE 1/1/20258; 5 HOURS PER MONTH; 0 HOURS DURING TRADING; DUTIES: ATTEND MEETINGS, OVERSEE/APPROVE ANNUAL BUDGET/HIRING/CURRICULUM, ASSIST WITH BUDGET PREPARATION, REVIEW POLICIES FOR EDUCATION, CURRICULUM AND OPERATIONAL POLICIES AND PROMOTE SCHOOLS BY ATTENDING EVENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-21 |
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