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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-11 |
Branch Locations
293 Washington St Ste 1 B, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | South Waltham | MA | 05/2008 | 11/2016 |
| Wells Fargo Clearing Services, Llc | South Waltham | MA | 11/2016 | 12/2018 |
| Merrill Lynch | Newton | MA | 12/2018 | 07/2020 |
| Rbc Capital Markets Llc | Wellesley | MA | 07/2020 | 05/2025 |
| Edward Jones | St Louis | MO | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-09 |
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