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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 | 2025-05-10 |
| NY | RA | APPROVED | 2021-07-27 |
| NJ | RA | APPROVED | 2010-01-19 |
Branch Locations
510 Broadhollow Rd. Ste 209, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Melville | NY | 01/2010 | Present |
ESPOA OPEN SPACE & PARK FUND REVIEW ADVISORY COMMITTEE; NOT INV. RELATED; HUNTINGTON, NY; COMMITTEE MEMBER; START 11/2018; 4 HRS PER MONTH; 4 HRS DURING TRADING; DUTIES: ATTEND MONTHLY MEETINGS TO REVIEW OPEN SPACE, PARKS RELATED ISSUES IN THE TOWN OF HUNTINGTON. THE HAMLET GROUP WEALTH MANAGEMENT LLC, INV RELATED, MELVILLE, NY, 33.33% OWNERSHIP, START 12/9/2009, 1 HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. NORTH PORT HIGH SCHOOL ACADEMY OF FINANCE, NOT INVT RELATED, NORTH PORT, NY, MENTOR, START DATE 11/3/2021, 1 HR PER MONTH, 1 HR DURING TRADING, MENTOR HIGH SCHOOL STUDENTS ON EDUCATIONS IN FINANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-24 |
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