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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 | 2024-06-17 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
285 Riverside Ave Suite 250 [Satellite], Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Westport | CT | 05/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westport | CT | 11/2016 | 06/2024 |
| Wells Fargo Advisors Financial Network, Llc | Westport | CT | 06/2024 | Present |
RENTAL PROPERTY; INV RELATED; EAST NORWALK, CT; RESIDENTIAL; 100% OWNERSHIP WITH SPOUSE; START 9/1/2005; 1 HOUR PER MONTH, 0 DURING TRADING; OWNER. GOLD COAST LACROSSE CLUB; NOT INV RELATED; BRANFORD, CT; HEAD COACH; START 11/1/2019, 20 HOURS PER MONTH, ZERO DURING TRADING, ATTEND PRACTICES AND GAMES. WESTON LACROSSE ASSOCIATION, NOT INV RELATED, WESTON, CT, HEAD COACH, START 4/1/2022, 15 HOURS PER MONTH, ZERO HOURS DURING TRADING, COACHING PRACTICES AND GAMES. WILTON LACROSSE ASSOCIATION, NOT INV RELATED, WILTON, CT, HEAD COACH, START 4/1/2022, 15 HOURS PER MONTH, ZERO HOURS DURING TRADING, COACHING PRACTICES AND GAMES. SAAAAG LLC, INV RELATED, NORWALK, CT, 100% OWNERSHIP WITH SPOUSE, START 6/1/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY AND FACILITATING COACHING FUNDS. NORWALK JUNIOR LACROSSE; NOT INV RELATED;E NORWALK,CT; LACROSSE INSTRUCTION;COACH% OWNERSHIP; START DATE: 05/01/2026; 24 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-18 |
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