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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 |
| TX | RA | APPROVED | 2018-10-24 |
| NJ | RA | APPROVED | 2014-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | New York | NY | 06/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | Present |
TRUSTEE OF ST. JOHN'S BAPTIST CHURCH; SCOTCH PLAINS; NJ; MAINTAIN CHURCH FACILITIES; STARTED OF MARCH 2011. RENTAL PROPERTY; INV-RELATED; LINDEN, NJ; 100% OWNERSHIP; START 11/1/2000; HOURS: 1 PER MONTH - 0 DURING TRADING; DUTIES: LANDLORD. RENTAL PROPERTY; INV-RELATED; ROSELLE, NJ; 100% OWNERSHIP; START 1/1/2001; HOURS: 1 PER MONTH - 0 DURING TRADING; DUTIES: LANDLORD. OMEGA PSI PHI FRATERNITY INC. 2ND DISTRICT, INV RELATED, OWINGS MILLS, MD, INVESTMENT COMMITTEE MEMBER, START 2/2/2023, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, ACTING AS A RESOURCE TO THE DISTRICT REPRESENTATIVE DEFINING FINANCIAL INDUSTRY TERMS, DEFINITIOS OF BENCHMARKS, AND REQUESTING MARKET RESEARCH. ST JOHN'S CDC, NOT INVT RELATED, SCOTH PLAINS, NY, BOARD OF TRUSTEES, 2-10 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, PROVIDING OPINION ON STRUCTURE AND GOVERNANCE OF THIS NEW ORGANIZATION SET UP TO PROVIDE HISTORY LESSONS, DAY TRIPS AND GUEST SPEAKERS TO EDUCATE THE CHILDREN.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-28 |
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