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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 | 2023-05-19 |
| TX | RA | APPROVED | 2023-05-18 |
Branch Locations
331 Newman Springs Road Building 1, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Red Bank | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Red Bank | NJ | 11/2016 | 05/2023 |
| Wells Fargo Advisors Financial Network, Llc | Red Bank | NJ | 05/2023 | Present |
MARINUS FINANCIAL, LLC, INV RELATED, RED BANK, NJ, 16.67% OWNERSHIP, START 5/19/2023, 40 HRS PER MONTH AND 5 HRS DURING TRADING, FINET PRACTICE. PFERRARO, LLC, INV RELATED, RED BANK, NJ, 100% OWNERSHIP, START 5/19/2023, 40 HRS PER MONTH AND 5 HRS DURING TRADING, FINET PRACTICE. BROOKDALE COMMUNITY COLLEGE FOUNDATION BOARD, INV RELATED, LINCROFT, NJ, TREASURER, START 6/1/2023, 1 HR PER MONTH, 0 HRS DURING TRADING, HELPING OVERSEE INVESTMENTS WITH BOARDS INVESTMENT ACCOUNTS, PROVIDING UPDATES AT MEETING ON PERFORMANCE OF ACCOUNTS AND ANSWER QUESTIONS REGARDING ACCOUNTS. BROOKDALE COMMUNITY COLLEGE, INV RELATED, LINCROFT, NJ, FINANCE COMMITTEE MEMBER, START 8/1/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, OVERSIGHT AND REVIEW MANAGEMENT OF FUNDS AND INVESTMENT ACCOUNTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-04 |
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