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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 |
|---|---|---|---|
| VT | RA | APPROVED | 2023-03-08 |
| FL | RA | APPROVED | 2022-05-18 |
| TX | RA | APPROVED_RES | 2016-08-23 |
| CT | RA | APPROVED | 2007-11-13 |
Branch Locations
1300 Post Rd Ste 203, Fairfield, CT 06824 • United States
Estero, FL • United States
30 Buxton Farm Road Suite 120 [Satellite], Stamford, CT 06905 • United States
Fairfield, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Stamford | CT | 05/2009 | Present |
CHRISTIE COGHLAN INVESTMENT MANAGEMENT LLC, INV RELATED, FAIRFIELD, CT, 100% OWNERSHIP WITH SPOUSE, START 1/1/2010, .25 HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE.| TRUSTEE FOR CHRISTIE COGHLAN INVESTMENT MANAGEMENT 401K, INV RELATED, FAIRFIELD, CT, START: 1/1/2010, LESS THAN 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K.;| TRUSTEE FOR CHRISTIE COGHLAN INVESTMENT MANAGEMENT 401K (ADDITIONAL ASSOCIATE), INV RELATED, FAIRFIELD, CT, START: 1/3/2023, 3 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K.| POWER OF ATTORNEY FOR MOTHER; INV RELATED; FAIRFIELD, CT; POA; START DATE 07/07/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-20 |
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