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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-06-01 |
| TX | RA | APPROVED | 2023-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Ansonia | CT | 06/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ansonia | CT | 11/2016 | 05/2023 |
| Ubs Financial Services Inc | Westport | CT | 06/2023 | Present |
TRUSTEE FOR PARENTS; INV RELATED; NAUGATUCK, CT; START: 3/6/18; 4 HRS/MO; 0 DURING TRADING. RENTAL PROPERTY, INV RELATED, NAUGATUCK, CT, 100% OWNERSHIP BY TRUST, START 3/6/2018, 4 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. RENTAL PROPERTY, INV RELATED, NAUGATUCK, CT, 100% OWNERSHIP BY TRUST, START 3/6/2018, 4 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. RENTAL PROPERTY, INV RELATED, NAUGATUCK, CT, 100% OWNERSHIP BY TRUST, START 3/6/2018, 4 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. 2) Name of Business: Fernandes Family Irrevocable Trust./ Address; 306 Railtree hill rd woodburyct United States 06798./ Investment related: No./Nature: Trust that holds investment properties. Rental income goes to the trust, i do not derive any income from the trust or benefit./Role: i assist in the management of the rental properties./Start Date: 7/26/2017 3) Name of Business: Fernandes Family Irrevocable trust./ Address: 39 Coen St Naugatuck ct United States./Investment Related: No./ Role: rental property, collect rent and manage the property. I do not collect any income for doing this./ Start Date: 7/26/2017 4) Name of Business: Fernandes Family Irrevocable trust./ Address: 43 Coen St Naugatuck ct/Investment Related: No./ Role: rental property, collect rent and manage the property. I do not collect any income for doing this./ Start Date: 7/26/2017
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-27 |
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