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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 | 2024-03-26 |
| NJ | RA | APPROVED | 2024-03-18 |
Branch Locations
331 Newman Springs Road Building 3 Suite 330 [Satellite], Red Bank, NJ 07701 • United States
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • 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 | Point Pleasant Boro | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Point Pleasant Boro | NJ | 11/2016 | 03/2024 |
| Wells Fargo Advisors Financial Network, Llc | Red Bank | NJ | 03/2024 | Present |
HANNEY GP, LLC; INV RELATED; PT PL, NJ; 90% OWNERSHIP; START DATE 03/10/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING; FORMED IN ORDER TO SELL 10% TO 72 GROWTH PARTNERS LLC| POWER OF ATTORNEY FOR MOTHER; INV RELATED; MEREDITH,NH; HELP MOTHER WITH BANKING; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 01/19/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;| ESTATE OF MOTHER; INV RELATED; MEREDITH, NH; EXECUTOR; START DATE 04/16/2026; 5 HOURS PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-28 |
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