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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2014-08-29 |
| MD | RA | APPROVED | 2005-12-09 |
Branch Locations
1997 Annapolis Exchange Pkwy [Satellite], Annapolis, MD 21401 • United States
572 Titus Ave, Rochester, NY 14617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Severna Park | MD | 05/2009 | Present |
PRIVATE WEALTH PARTNERS LLC; INV RELATED; ANNAPOLIS, MD; FOR FINET PRACTICE; 20% OWNERSHIP; START: 12/2005; 200 HRS/MO; 200 DURING TRADING. CO-TRUSTEE FOR FINET 401K; INV. RELATED; ANNAPOLIS, MD; START DATE 1/2017; 2 HRS PER MONTH; 1 HR DURING TRADING. POWER OF ATTORNEY FOR FATHER; INV RELATED;CLEARWATER,FL; ATTORNEY-IN-FACT/CO-ATTORNEY-IN-FACT; START DATE: 09/21/2023; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-21 |
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