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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-11 |
Branch Locations
1100 Lake Street 3Rd Floor, Ramsey, NJ 07446 • United States
200 State Street, 10Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Morristown | NJ | 01/2016 | 05/2018 |
| Wells Fargo Clearing Services, Llc | Summit | NJ | 06/2018 | 11/2019 |
| Td Private Client Wealth Llc | Ramsey | NJ | 06/2026 | Present |
| Td Bank N.A. | Ramsey | NJ | 06/2026 | Present |
| Wells Fargo Clearing Services, Llc | Summit | NJ | 12/2019 | 03/2023 |
| Wells Fargo Clearing Services, Llc | Summit | NJ | 04/2023 | 11/2024 |
| Wells Fargo Advisors Financial Network | Short Hills | NJ | 12/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-24 |
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