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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 | 2024-05-03 |
| NJ | RA | APPROVED | 2020-10-16 |
| TX | RA | APPROVED | 2020-10-15 |
Branch Locations
182 Nassau St Ste 304, Princeton, NJ 08542 • United States
Naples, FL • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lawrenceville | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lawrenceville | NJ | 11/2016 | 10/2020 |
| Wells Fargo Advisors Financial Network, Llc | Princeton | NJ | 01/2020 | Present |
SHADOWSTONE WEALTH MANAGEMENT LLC, INV RELATED, LAWRENCEVILLE, NJ, 100% OWNERSHIP, START 6/26/2020, 160 HOURS PER MONTH, 7 HOURS DURING TRADING, FINET PRACTICE. TRUSTEE FOR SHADOWSTONE WEALTH MANAGEMENT, LLC 401K, INV RELATED, LAWRENCEVILLE, NJ, START: 1/1/2021, 0 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-20 |
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