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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-05 |
| NJ | RA | APPROVED | 2023-08-14 |
| NY | RA | APPROVED | 2023-08-14 |
| TX | RA | APPROVED | 2023-08-14 |
Branch Locations
Coral Gables, FL • United States
401 Hackensack Ave Ste 901, Hackensack, NJ 07601 • United States
One Blue Hill Plaza 3Rd Floor, Suite 13313 [Sattelite], Pearl River, NY 10965 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New City | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New City | NY | 11/2016 | 08/2023 |
| Wells Fargo Advisors Financial Network, Llc | Pearl River | NY | 08/2023 | Present |
HAERA WEALTH MANAGEMENT, LLC; INV. RELATED; VALLEY COTTAGE,NY; 100% OWNERSHIP; START DATE 03/28/2023; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 2; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-30 |
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