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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2013-12-02 |
Branch Locations
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 Financial Network, Llc | Bethesda | MD | 11/2013 | Present |
TRUSTEE FOR DILLON WEALTH MANAGEMENT 401K FOR MULTIPLE TEAM MEMBERS, INV RELATED, ANNAPOLIS, MD, START: 01/01/2014, 3 HRS/MONTH, 3 HRS DURING TRADING, FINET PRACTICE 401K. DILLON WEALTH MANAGEMENT LLC, INV RELATED, ANNAPOLIS, MD, START 12/23/2013, 170 HOURS PER MONTH, 170 HOURS DURING TRADING, FINET PRACTICE. RENTAL PROPERTY; INV. RELATED; ANNAPOLIS,MD; 100% OWNERSHIP WITH SPOUSE; START DATE 03/03/2022; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-07 |
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