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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 | 2024-06-14 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
285 Riverside Ave Suite 250 [Satellite], Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Westport | CT | 12/2021 | 06/2024 |
| Icr | Norwalk | CT | 09/2019 | 10/2021 |
| Eclerx | New York | NY | 06/2018 | 12/2018 |
| Student - Dickinson College | Carlisle | PA | 08/2013 | 05/2017 |
| Unemployed | Westport | CT | 05/2017 | 06/2018 |
| Unemployed | Westport | CT | 12/2018 | 09/2019 |
| Wells Fargo Advisors Financial Network, Llc | Westport | CT | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-16 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-15 |
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