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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 | 2026-03-24 |
| NY | RA | APPROVED | 2026-03-24 |
| TX | RA | APPROVED_RES | 2026-03-08 |
Branch Locations
1700 E Putnam Ave Ste 200, Old Greenwich, CT 06870 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Greenwich | CT | 04/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenwich | CT | 11/2016 | 03/2026 |
| Wells Fargo Advisors Financial Network, Llc | Old Greenwich | CT | 03/2026 | Present |
CHE SYRAH LLC; INV RELATED; COLD SPRING, NY; OWNER WITH SPOUSE; COMMERCIAL BUILDING FOR SPOUSE'S BUSINESS; START: 10/16/17; 2 HRS/MO; 0 DURING TRADING. RENTAL PROPERTY - 10 ; INV RELATED;ORLEANS,MA; RENTAL;50% OWNERSHIP; START DATE: 05/18/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; ROTANDO GP LLC; INV RELATED;COLD SPRING,NY; MERCHANT CASH AND STOCK DEAL ;90% OWNERSHIP; START DATE: 06/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-08 |
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