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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 | 2022-11-15 |
Branch Locations
1700 E Putnam Ave Ste 200, Old Greenwich, CT 06870 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Greenwich | CT | 03/2022 | Present |
| Kwd Personal Financial Concierge | White Plains | NY | 01/2016 | 03/2022 |
NOTARY PUBLIC, NOT INV RELATED, STATE OF NEW YORK, START 11/1/2021, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. KWD PERSONAL FINANCIAL CONCIERGE, NOT INV RELATED, WHITE PLAINS, NY, 100% OWNERSHIP, START 1/1/2016, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, TAX ID OPEN WITH THE STATE BUT NO BUSINESS OPERATIONS. NOTARY PUBLIC, NOT INV RELATED, STATE OF CONNECTICUT, START 6/1/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, NOTARIZING DOCUMENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-15 |
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