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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-06-20 |
| NY | RA | APPROVED | 2022-06-16 |
| TX | RA | APPROVED | 2022-06-16 |
Branch Locations
337 North Main, Unit 4 [Satellite], New City, NY 10956 • United States
572 Titus Ave, Rochester, NY 14617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New City | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New City | NY | 11/2016 | 06/2022 |
| Wells Fargo Advisors Financial Network, Llc | Hackensack | NJ | 06/2022 | Present |
RENTAL PROPERTY; INV RELATED; SPRING VALLEY, NY; 100% OWNERSHIP WITH SPOUSE; START 12/31/2018; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; LANDLORD. EXECUTOR FOR MOTHER, INV RELATED, SPRING, VALLEY, NY, START 6/27/2022, 1 HR/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR MOTHER'S TRUST, INV RELATED, SPRING VALLEY, NY, START 6/27/2022, 1 HR/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR MOTHER'S TRUST #2, INV RELATED, SPRING VALLEY, NY, START 6/27/2022, 1 HR/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR MOTHER'S SECOND TRUST, INV RELATED, SPRING VALLEY, NY, START 6/27/2022, 1 HR/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR MOTHER'S LIVING TRUST, INV RELATED, SPRING VALLEY, NY, START 6/27/2022, 1 HR/MONTH, 0 HRS DURING TRADING.; SYD26, LLC, INV RELATED, SPRING VALLEY, NY, 90% OWNERSHIP, START 12/23/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.; SHARIBER, LLC, INV RELATED, SPRING VALLEY, NY, 100% OWNERSHIP WITH SPOUSE, START 8/9/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, FOR RENTAL PROPERTIES.; CO-TRUSTEE FOR SYD26 LLC 401K, INV RELATED, SPRING VALLEY, NY, START: 3/22/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.; TRUSTEE FOR SYD26 LLC PENSION PLAN, INV RELATED, HACKENSACK, NJ, START: 4/25/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-20 |
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