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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2024-10-02 |
| TX | RA | APPROVED_RES | 2024-10-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Td Bank, N.A. | Andover | MA | 11/2015 | 05/2017 |
| Td Private Client Wealth Llc | Andover | MA | 11/2015 | 05/2017 |
| Santander Bank, Na | Boston | MA | 05/2017 | 05/2019 |
| Santander Securities, Llc | Dorchester | MA | 05/2017 | 05/2019 |
| Charles Schwab Bank | Boston | MA | 05/2019 | 12/2019 |
| Charles Schwab & Co., Inc. | Boston | MA | 05/2019 | 12/2019 |
| Ameriprise Financial Services, Inc. | Boston | MA | 01/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 03/2020 | 08/2024 |
| Wells Fargo Advisors Financial Network, Llc | St Louis | MO | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-04 |
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