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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-03-05 |
| TX | RA | APPROVED_RES | 2019-03-04 |
Branch Locations
830 Morris Tpke Ste 488, Short Hills, NJ 07078 • United States
Lavallette, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Short Hills | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Short Hills | NJ | 11/2016 | 03/2019 |
| Wells Fargo Advisors Financial Network, Llc | Short Hills | NJ | 03/2019 | Present |
NOTARY PUBLIC; NOT INV. RELATED; HOBOKEN, NJ; START 4/27/2017; NUMBER OF HOURS PER MONTH IS LESS THAN 1 HOUR; NUMBER OF HOURS DURING TRADING IS LESS THAN ONE HOUR; NOTARIZE DOCUMENTS. REY FINANCIAL GROUP LLC; INV. RELATED; MORRISTOWN, NJ; 35.50% OWNERSHIP; FINET PRACTICE; START 3/2019; 50 HRS PER MONTH; 32.5 HRS DURING TRADING. CO-TRUSTEE OF DECEASED MOTHER'S TRUST; INV. RELATED; CRANFORD, NJ; START 5/2022; 4 HRS PER MONTH; 4 HRS DURING TRADING.; POWER OF ATTORNEY FOR FATHER, INV RELATED, HOBOKEN, NJ, START 7/1/2022, 0 HRS/MONTH, 0 HRS DURING TRADING.; GIRL SCOUTS HEART OF NJ TROOP 12005, INV RELATED, WESTFIELD, NJ, CO-LEADER, START 9/1/2022, 4 HOURS PER MONTH, 4 HOURS DURING TRADING, HANDLING FUNDS FOR TROOP EXPENSES.; CO-TRUSTEE FOR DECEASED MOTHER'S TRUST; INV. RELATED; WARREN, NJ; START DATE 10/31/2022; 4 HRS PER MONTH; 4 HRS DURING TRADING.; CO-TRUSTEE FOR FATHER'S TRUST, INV RELATED, WARREN, NJ, START: 10/31/2022, 4 HRS/MONTH, 4 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-13 |
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