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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 | 2025-10-03 |
| NJ | RA | APPROVED | 2009-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Paramus | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Paramus | NJ | 11/2016 | Present |
EXECUTOR FOR FATHER, INV RELATED, TENAFLY, NJ, START: 8/31/2022, 3 HRS/MONTH, 0 HRS DURING TRADING.;| TRUSTEE FOR MOTHER, INV RELATED, TENAFLY, NJ, START: 8/31/2022, 2 HRS/MONTH, 0 HRS DURING TRADING.| THE ACTORS TEMPLE/CONGREGATION EZRATH ISRAEL, NOT INV RELATED, NEW YORK, NY, TREASURER, START DATE: 8/1/23, 1 HR PER MONTH, 0 HRS DURING TRADING, COMMUNICATE WITH BOOKKEPPER, PRESENT FINANCIAL REPORTS;| THE TENAFLY FOUNDATION; NOT INV RELATED; TENALFY, NJ; FUNDRAISE; TREASURER; START DATE 08/01/2025; 10 HOURS PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-18 |
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