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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED_RES | 2025-01-03 |
Branch Locations
161 Washington Valley Road Suite 205, Warren, NJ 07059 • 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 | Westfield | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westfield | NJ | 11/2016 | 01/2025 |
| Wells Fargo Advisors Financial Network, Llc | Westfield | NJ | 01/2025 | Present |
BRUNO & MARILYN GIALANELLA IRREVOCABLE TRUST, INVESTMENT RELATED, SCOTCH PLAINS NJ, TRUSTEE FOR PARENTS TRUST; CO-TRUSTEE; START DATE 8/21/2002, LESS THAN 1 HOUR PER MONTH; 0 HOURS DURING TRADING | SCOTCH PLAINS VOLUNTEER FIRE DEPT, NOT INV RELATED, SCOTCH PLAINS, NJ, FIREFIGHTER, START 09/10/1989, 10HOURS PER MONTH, ZERO DURING TRADING, EMERGENCY CALLS.| AGI MANAGEMENT INC; INV RELATED. SCOTCH PLAINS, NJ; 100% OWNERSHIP; START DATE 01/07/2025; 3 HOURS PER MONTH; 3 HOURS DURING TRADING; S-CORP FOR FINET BUSINESS| AGI MANAGEMENT INC; INV RELATED; SCOTCH PLAINS, NJ; PERSONAL 401k; TRUSTEE; START DATE 01/09/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-21 |
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