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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-24 |
| TX | RA | APPROVED_RES | 2025-09-19 |
Branch Locations
100 Front St Suite 610 6Th Floor, Worcester, MA 01608 • 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 | Worcester | MA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Worcester | MA | 11/2016 | 09/2025 |
| Wells Fargo Advisors Financial Network, Llc | Worcester | MA | 09/2025 | Present |
TOWN OF BOYLSTON, MA ZONING BOARD OF APPEALS; NOT INV. RELATED; BOYLSTON, MA; START DATE 2007; LESS THAN 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES; HEARING APPEALS FROM CITIZENS OF THE DECISIONS MADE BY THE ZONING BOARD ON ZONING ISSUES AND VOTING TO RESOLVE ISSUES. TRUSTEE FOR MOTHER; INV RELATED; WORCESTER, MA; START: 9/11/18; 0 HR/MO; 0 DURING TRADING. IKON PRIVATE WEALTH, LLC; INV RELATED; WORCESTER, MA; 50% OWNERSHIP; 09/2025; 15 HOURS PER MONTH; 0 DURING TRADING; FINET PRACTICE. DUSTY, INC.; INV RELATED; BOYLSTON, MA; FINET PRACTICE;100% OWNERSHIP; START DATE: 09/22/2025; 160 HRS PER MONTH; 160 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-02 |
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