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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2023-02-01 |
Branch Locations
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
1 Lafayette Pl, Greenwich, CT 06830 • United States
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-11-09 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
68 S Service Rd Ste 200 [C1-Rbo], Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Greenwich | CT | 12/2005 | Present |
| Wells Fargo Clearing Services | Greenwich | CT | 10/2021 | Present |
KATONAH PRESBYTERIAN CHURCH SESSION MEMBER; INV RELATED; KATONAH, NY; RULING ELDER; START DATE 1/1/2025; 10 HOURS PER MONTH; 0 DURING TRADING; DISCUSSING MISSION EVENTS, FUNDRAISING, PROGRAMS, BUDGET, SENDING OUT CHURCH MAILINGS, WRITING ARTICLES FOR NEWSLETTER, & CREATING REPORTS FOR MONITORING OF THE BUDGET.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-07 |
| S65 | Uniform Investment Adviser Law Examination | 2004-05-17 |
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