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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 | 2025-08-01 |
| TX | RA | APPROVED_RES | 2025-07-31 |
Branch Locations
234 Church Street Suite 710 7Th Fl [Satellite], New Haven, CT 06510 • 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 Llc | Watertown | CT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Watertown | CT | 11/2016 | 07/2025 |
| Wells Fargo Advisors Financial Network, Llc | Guilford | CT | 07/2025 | Present |
TBD, LLC; INV RELATED; GUILFORD, CT; 100% OWNERSHIP; 05/2025; 150 HOURS PER MONTH; 0 DURING TRADING; FINET PRACTICE BIRDSEY WEALTH MANAGEMENT, LLC ;INV RELATED; GUILFORD,CT; FINANCIAL PLANNING/INVESTMENTS;100% OWNERSHIP; START DATE: 08/04/2025; 1 HRS PER MONTH; 0HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-27 |
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