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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-04 |
| DE | RA | APPROVED | 2025-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Greenville | DE | 07/2025 | Present |
| Widener University Delaware School Of Law | Wilmington | DE | 08/2011 | Present |
| Saint Edmond's Academy | Wilmington | DE | 03/2011 | 06/2022 |
| The Haverford School | Haverford | PA | 08/2022 | 06/2025 |
Widener University Delaware Law School; not investment related; 4601 Concord Pike, Wilmington, DE 19803; education; adjunct professor; 08/2011 start date; apx. 12 hours a month; no hours during securities trading hours; teach online courses to undergraduate and graduate students.| WIDENER DELAWARE LAW - INTRODUCTION TO LAW ADJUNCT PROFESSOR; NOT INV RELATED; WILMINGTON, DE; EDUCATION; START DATE: 08/25/2025; 4 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-22 |
| S65 | Uniform Investment Adviser Law Examination | 2001-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-03 |
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