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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-07 |
Branch Locations
630 Johnson Ave Suite 103, Bohemia, NY 11716 • United States
Dix Hills, NY • United States
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 Llc | Melville | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Melville | NY | 11/2016 | 01/2022 |
| Wells Fargo Advisors Financial Network, Llc | Bohemia | NY | 01/2022 | Present |
PREMIER WEALTH MANAGEMENT LLC, INV RELATED, BOHEMIA, NY, 20% OWNERSHIP, START 1/7/2022, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-24 |
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