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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-21 |
| NY | RA | APPROVED | 2021-07-27 |
| TX | RA | APPROVED | 2011-10-28 |
| NJ | RA | APPROVED | 2011-10-03 |
Branch Locations
2500 Westchester Ave Stes 201 & 203, Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | White Plains | NY | 07/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | White Plains | NY | 11/2016 | Present |
US SIF; INV RELATED; WASHINGTON, DC; FINANCIAL ADVISORY COMMITTEE MEMBER; 05/2025; 2 HOURS PER MONTH; NO HOURS DURING TRADING; PROMOTE USE OF SUSTAINABLE INVESTMENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-30 |
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