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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-14 |
| PA | RA | APPROVED | 2016-08-30 |
| TX | RA | APPROVED_RES | 2014-03-05 |
| NJ | RA | APPROVED | 2010-03-18 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Milford | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Milford | PA | 11/2016 | Present |
POWER OF ATTORNEY FOR MOTHER; INV. RELATED; MILFORD, PA; START DATE 9/2021; 1 HR PER MONTH; 1 HR DURING TRADING. POWER OF ATTORNEY FOR FATHER; INV. RELATED; RHINEBECK, NY; START DATE 11/2022; 1 HR PER MONTH; 1 HR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-05 |
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