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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-09-03 |
| NH | RA | APPROVED | 2011-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Beverly | MA | 07/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Beverly | MA | 11/2016 | Present |
AUNT'S REVOCABLE TRUST; INV RELATED; NEW YORK, NY; CO-TRUSTEE; 05/2025; 3 HOURS PER MONTH; 3 HOURS DURING TRADING; ASSIST FAMILY MEMBER WITH DAY-TO-DAY FINANCES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-12 |
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