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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-01 |
| MD | RA | APPROVED | 2005-12-09 |
Branch Locations
1997 Annapolis Exchange Pkwy [Satellite], Annapolis, MD 21401 • United States
572 Titus Ave, Rochester, NY 14617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Severna Park | MD | 05/2009 | Present |
PRIVATE WEALTH PARTNERS LLC, INV RELATED, ANNAPOLIS, MD, 20% OWNERSHIP, START: 12/1/2005, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE LLC.; TRUSTEE FOR PRIVATE WEALTH PARTNERS LLC 401K, INV RELATED, ANNAPOLIS, MD, START: 12/1/2005, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K. PHENIX SALON SUITES, NOT INV RELATED, TBD LOCATION FOR FRANCHISE AGREEMENT, 100% OWNERSHIP WITH SPOUSE, START 6/28/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FUTURE SALON FRANCHISE LOCATION. SALON CONCEPTS LLC, NOT INV RELATED, SEVERNA PARK, MD, 100% OWNERSHIP WITH SPOUSE, START 7/3/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, TO HOLD FUTER FRANCHISE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-31 |
| S65 | Uniform Investment Adviser Law Examination | 1998-02-12 |
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