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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 | 2025-07-14 |
Branch Locations
300 Brickstone Floor 10 [Satellite], Andover, MA 01810 • United States
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wellesley | MA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wellesley | MA | 11/2016 | 07/2025 |
| Wells Fargo Advisors Financial Network, Llc | Waltham | MA | 07/2025 | Present |
DANIEL J. TREANOR WEALTH MANAGEMENT, INC; INV RELATED; ANDOVER, MA; 100% OWNERSHIP; 07/2025; 160 HOURS PER MONTH; 160 HOURS DURING TRADING; FINET FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-02-18 |
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