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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 | 2024-08-09 |
Branch Locations
40 Beach Street Suite 202, Manchester By The Sea, MA 01944 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nashua Clarion Sommerset Hotel | Nashua | NH | 05/1989 | Present |
| Wells Fargo Advisors Llc | Beverly | MA | 10/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Beverly | MA | 11/2016 | 08/2024 |
| Wells Fargo Advisors Financial Network, Llc | Manchester By The Sea | MA | 08/2024 | Present |
THE BCDGROUP LLC ; INV RELATED; MANCHESTER, MA; 30% OWNERSHIP; START 08/12/2024; 160 HOURS PER MONTH; 40 HOURS DURING TRADING; FINET PRACTICE. DJB FINANCIAL; INV RELATED; HAMILTON, MA; 100% OWNERSHIP; START 08/12/2024; 160 HOURS PER MONTH; 40 HOURS DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-04 |
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