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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boston | MA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 11/2016 | Present |
BOSTON LATIN SCHOOL ASSOCIATION, INVT RELATED, BOSTON, MA, INVESTMENT COMMITTEE MEMBER, START DATE 9/4/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, COMPLETING QUARTERLY ASSET ALLOCATIONS REVIEWS, INVESTMENT MANAGER REVIEWS AND INVESTMENT POLICY REVIEWS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-18 |
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