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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 |
|---|---|---|---|
| RI | RA | APPROVED | 2022-03-10 |
Branch Locations
301 Metro Center Blvd Ste 202, Warwick, RI 02886 • United States
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 | Providence | RI | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Providence | RI | 11/2016 | 02/2022 |
| Wells Fargo Advisors Financial Network, Llc | Warwick | RI | 02/2022 | Present |
BOGOSIAN WEALTH MANAGEMENT, LLC; INV. RELATED; WARWICK,RI; 100% OWNERSHIP; START DATE 02/16/2022; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 6.5; OPERATING ACCOUNT FOR FINET PRACTICE. COASTAL CAPITAL, LLC; INV. RELATED; WARWICK,RI; 33.3% OWNERSHIP; START DATE 2/16/2022; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 6.5; OPERATING ACCT FOR FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-22 |
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