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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 | 2021-07-27 |
| NJ | RA | APPROVED | 2021-04-06 |
| TX | RA | APPROVED_RES | 2013-03-01 |
Branch Locations
2 disclosure categories 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 | New York | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | Present |
POWER OF ATTORNEY FOR PARENT; INV RELATED; NAPLES,FL; ASSIST IN DECISIONS ; POA; START DATE: 09/26/2025; 5 HRS PER MONTH; 5 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-22 |
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