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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 |
| NJ | RA | APPROVED | 2016-02-04 |
| TX | RA | APPROVED | 2016-02-04 |
Branch Locations
767 5Th Ave 33Rd Fl [Y2-Rbo], New York, NY 10153 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | New York | NY | 02/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | Present |
TRUSTEE FOR BROTHER IN-LAW; INV RELATED; RUMSON, NJ; START: 2/26/97; 0 HR/MO; 0 DURING TRADING. TRUSTEE FOR NIECE; INV RELATED; IRVINGTON, NY; START: 12/10/08; 0 HR/MO; 0 DURING TRADING. TRUSTEE FOR BROTHER IN-LAW; INV RELATED; IRVINGTON, NY; START: 2/26/97; 0 HR/MO; 0 DURING TRADING. TRUSTEE FOR SISTER; INV RELATED; IRVINGTON, NY; START: 12/10/08; 0 HR/MO; 0 DURING TRADING. TRUSTEE FOR BROTHER IN-LAW ILIT; INV RELATED; CHARLOTTESVILLE, VA; START: 12/29/10; 0 HR/MO; 0 DURING TRADING. VILLAGE OF IRVINGTON ZONING BOARD; NOT INV. RELATED; IRVINGTON, NY; BOARD MEMBER; START DATE 7/2019; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES REVIEWING APPEALS TO THE VILLAGE OF IRVINGTON NY CURRENT ZONING RULES AND MAKING RECOMMENDATIONS TO THE VILLAGE.; POWER OF ATTORNEY FOR AUNT, INV RELATED, NEW YORK, NY, START: 8/1/2020, LESS THAN 1 HR/MONTH, LESS THAN 1 HR DURING TRADING.; POWER OF ATTORNEY FOR NEPHEW, INV RELATED, NEW YORK, NY, START: 8/1/2020, LESS THAN 1 HR/MONTH, LESS THAN 1 HR DURING TRADING.; POWER OF ATTORNEY FOR NEPHEW, INV RELATED, NEW YORK, NY, START: 8/1/2020, LESS THAN 1 HR/MONTH, LESS THAN 1 HR DURING TRADING.; POWER OF ATTORNEY FOR SISTER AND BROTHER IN LAW, INV RELATED, IRVINGTON, NY, START: 6/22/2021, 0 HRS/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR BROTHER-IN-LAW, INV RELATED, CHARLOTTESVILLE, VA, START: 9/21/2021, 1 HR/MONTH, LESS THAN 1 HR DURING TRADING. BELLA ROW LLC, INVT RELATED, CHARLOTTESVILLE, VA, 100% OWNERSHIP BY THE MICHAEL GEISMAN JR TR - CHECK SIGNER, START DATE 3/3/2022, 0.25 HRS PER MONTH, 0.25 HRS DURING TRADING, CHECK SIGNER.; NEW MOON INVESTMENTS, LLC, INV RELATED, CHARLOTTESVILLE, VA, 100% OWNED BY THE MICHAEL S GEISMAR IRREV TRUST, START: 4/25/2023, LESS THAN 1 HOUR A MONTH, LESS THAN 1 HOUR DURING TRADING. POWER OF ATTORNEY FOR MOTHER; INV RELATED; NEW YORK,NY; GUIDANCE;START DATE: 12/08/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-04 |
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