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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-20 |
| DE | RA | APPROVED | 2026-03-19 |
| TX | RA | APPROVED | 2026-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greenville | DE | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenville | DE | 11/2016 | 03/2026 |
| Wells Fargo Advisors Financial Network, Llc | Kennett Square | PA | 03/2026 | Present |
POA FOR PARENTS, INVESTMENT RELATED, NEWARK DE, START DATE 08/11, 3 HOURS PER MONTH. | 211 PROPERTY PARTNERS; INVESTMENT RELATED; WEST CHESTER, PA; 44% OWNER; 01/2025; 1 HOUR A MONTH; NO HOURS DURING TRADING HOURS; FINET PRACTICE| POWER OF ATTORNEY FOR FATHER; INV RELATED; GREENVILLE, DE; POA; START DATE 06/04/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING| POWER OF ATTORNEY FOR MOTHER; INV RELATED; GREENVILLE, DE; POA; START DATE 06/04/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING 211 WEALTH MANAGEMENT , LLC; INV RELATED;KENNETT SQUARE,PA; ENTITY FOR FINET;50% OWNERSHIP; START DATE: 02/09/2026; 40 HRS PER MONTH; 40 HRS DURING TRADING; 211 MANAGEMENT COMPANY, LLC; INV RELATED;KENNETT SQUARE,PA; ENTITY FOR FINET;25% OWNERSHIP; START DATE: 02/09/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-16 |
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