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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-09-15
TX RA APPROVED_RES 2023-09-15
  • FL RA
    APPROVED
    Since 2023-09-15
  • TX RA
    APPROVED_RES
    Since 2023-09-15

Branch Locations

19 Center St, Chatham, NJ 07928 • United States

Boca Raton, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Fort Lauderdale FL 03/2015 11/2016
Wells Fargo Clearing Services, Llc Fort Lauderdale FL 11/2016 09/2023
Wells Fargo Advisors Financial Network, Llc Parkland FL 09/2023 Present
Previous Registrations
Other Businesses

AJG WEALTH MANGEMENT LLC; INV RELATED; BOCA RATON, FL; 100% OWNERSHIP; START 09/14/2023; 160 HOURS PER MONTH; 8 HOURS DURING TRADING; FINET PRACTICE.| BOCA GROVE HOA ; NOT INV RELATED; BOCA RATON, FL; HOA; CHAIR OF THE F & B COMMITTEE; START DATE: 10/01/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING;|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-05
  • S66 Uniform Combined State Law Examination
    2015-06-05
Other Names
  • Adam Jacob Greenbaum
  • Adam Greenbaum

View on SEC IAPD

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