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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 | 2024-04-22 |
Branch Locations
285 Riverside Ave Suite 250 [Satellite], Westport, CT 06880 • 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 | Westport | CT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westport | CT | 11/2016 | 04/2024 |
| Wells Fargo Advisors Financial Network, Llc | Westport | CT | 04/2024 | Present |
SPINA FINANCIAL PLANNING LLC, INV RELATED, FAIRFIELD, CT, 100% OWNERSHIP, START 5/3/24, 1 HR PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE; CALABRESE SPINA, LLC; INV RELATED; BETHESDA, MD; PARTNERSHIP BETWEEN FAS;28% OWNERSHIP; START DATE: 09/12/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; CALABRESE SPINA GP, LLC; INV RELATED; BETHESDA, MD; PARTNERS LLC/MERCHANT PARTNERSHIP;25.2% OWNERSHIP; START DATE: 09/12/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-02 |
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