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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2023-10-06 |
| TX | RA | APPROVED | 2023-10-06 |
Branch Locations
307 International Circle Suite 530, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Towson | MD | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Towson | MD | 11/2016 | 10/2023 |
| Wells Fargo Advisors Financial Network, Llc | Hunt Valley | MD | 10/2023 | Present |
LATTICEWORK INVESTMENT ADVISORS LLC, INV RELATED, HUNT VALLEY, MD, 50% OWNERSHIP, START DATE: 10/6/23, 40 HRS PER MONTH, 40 HRS DURING TRADING, FINET PRACTICE. HELMSLEY COURT NEIGHBORHOOD IMPROVEMENT ASSOCIATION; NOT INV. RELATED; BALTIMORE, MD; HOA; TREASURER; START DATE 9/15/2023; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS, DEPOSIT HOA DUES, PAY SECURITY GUARD AND REPORT ON FINANCES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-12 |
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