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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-27 |
Branch Locations
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-19 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
68 S Service Rd Ste 200, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neuberger Berman Llc | New York | NY | 02/2014 | 01/2026 |
| Wells Fargo Clearing Services | Melville | NY | 01/2026 | Present |
JOHN F FULTON FOUNDATION;at Residential Address, NON-INV REL; NON PROFIT; GIVING MONEY TO VARIOUS PROGRAMS INVOLVING CANCER RESEARCH AND LOCAL HIGH SCHOOL SCHOLARSHIPS;CEO/FOUNDER;START DATE 09/2009;HRS/MO 5;TRADING HRS/MO 0;FOUNDER OF CHARITABLE ORGANIZATION TO DONATE MONEY TO CANCER RESEARCH IN THE NAME OF JOHN FULTON SR* TOWNWIDE FUND OF HUNTINGTON ; INV RELATED;HUNTINGTON,NY; FINANCE COMMITTEE MEMBER; START DATE: 02/02/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-18 |
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