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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 | 2025-11-06 |
| TX | RA | APPROVED_RES | 2025-09-19 |
Branch Locations
1 West Boylston Street Suite 305, Worcester, MA 01605 • United States
Poompano Beach , FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Waltham | MA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Waltham | MA | 11/2016 | 09/2025 |
| Wells Fargo Advisors Financial Network, Llc | Worcester | MA | 09/2025 | Present |
CHK WEALTH MANAGEMENT, LLC; INV RELATED; WORCESTER, MA; 33% OWNERSHIP; 02/2025; 10 HOURS PER MONTH; 10 HOURS DURING TRADING; FINET PRACTICE | PVCWEALTH MANAGEMENT; INV RELATED; WEST BOYLSTON, MA; 100% OWNERSHIP; 09/2025; 5 HOURS PER MONTH; 0 DURING TRADING HOURS; PART OF FINET PRACTICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-23 |
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