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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-27 |
Branch Locations
50 Maple St, Croton On Hudson, NY 10520 • United States
767 5Th Ave 33Rd Fl [Y5-Rbo], New York, NY 10153 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Croton On Hudson | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Croton On Hudson | NY | 11/2016 | Present |
TRUSTEE FOR MOTHER'S ILIT; INV RELATED; SOMERS, NY; START: 1995; .05 HR/MO; 0 DURING TRADING. TRUSTEE FOR MOTHER'S ILIT; INV RELATED; SOMERS, NY; START: 2/21/97; .05 HR/MO; 0 DURING TRADING. JOHN LERNER DESIGNS, NOT INVT RELATED, SOMERS, NY, 100% OWNERSHIP, START DATE 6/1/2022, 10 HRS PER MONTH, 0 HRS DURING TRADING, PRODUCT DEVELOPER FOR KNIVES AND OUTDOOR GADGETS. TIME SHARE RENTAL PROPERTY POINTS ; INV RELATED; ORLANDO,FL; RENTAL;100% OWNERSHIP; START DATE: 01/23/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-30 |
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