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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 | 2023-06-21 |
| NJ | RA | APPROVED | 2023-06-19 |
| TX | RA | APPROVED_RES | 2023-06-15 |
Branch Locations
83 South St Suite 102 [Satellite], Freehold, NJ 07728 • United States
23190 Fashion Drive Suite 202, Estero, FL 33928 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Freehold | NJ | 07/2013 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Estero | FL | 06/2023 | Present |
INNOCENTI & ASSOCIATES, INC DBA BENEFICIAL CAPITAL GROUP, INVT RELATED, FREEHOLD, NJ, 100% OWNERSHIP, START DATE 6/15/2023, 40-60 HRS PER MONTH AND DURING TRADING, FINET PRACTICE. INNO CORP, INVT RELATED, FREEHOLD, NJ, 100% OWNERSHIP, START DATE 3/23/2010, 5 HRS PER MONTH AND DURING TRADING, PAY BUSINESS RELATED EXPENSES FOR PURCHASE OF REAL ESTATE. RENTAL PROPERTY; INV RELATED; ESTERO, FL; 100% OWNERSHIP; START DATE 5/15/2024; 8 HOURS PER MONTH; 5 DURING TRADING; OWNER. INNO HOLDINGS LLC; INV RELATED;ESTERO ,FL; REAL ESTATE;100% OWNERSHIP; START DATE: 05/05/2026; 5 HRS PER MONTH; 5 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-29 |
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