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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2012-09-24 |
Branch Locations
157 Goose Lane [Satellite], Guilford, CT 06437 • United States
572 Titus Ave, Rochester, NY 14617 • 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 Financial Network, Llc | Madison | CT | 08/2012 | Present |
JMD SECURITIES LLC, INV RELATED, MADISON, CT, 100% OWNERSHIP, START 8/1/2018, 160 HOURS PER MONTH, 130 HOURS DURING TRADING, FINET PRACTICE. TOWN OF MADISON PLANNING & ZONING COMMISSION; NOT INV. RELATED; MADISON, CT; COMMISSIONER; START DATE 10/15/2022; 6 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS AND VOTE ON LOCAL LAND USE PROPOSALS. TOWN OF MADISON PLANNING & ZONING COMMISSION; NOT INV. RELATED; MADISON, CT; SECRETARY; START DATE 2/1/2023; 6 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS, READ MEETING MINUTES AND ASK COMMISION TO VOTE TO APPROVE FOR PUBLIC RECORD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-04 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-11 |
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