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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 | 2025-03-07 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
331 Newman Springs Road Building 3 Suite 330 [Satellite], Red Bank, NJ 07701 • 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 | East Brunswick | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | East Brunswick | NJ | 11/2016 | 03/2025 |
| Wells Fargo Advisors Financial Network, Llc | Red Bank | NJ | 03/2025 | Present |
AJC WEALTH MANAGEMENT INC; PERSONAL S CORP FOR INDIVIDUAL TAX PLANNING PURPOSES; BORDENTOWN NJ; 100% OWNER; 01/03/2025; 1 HOUR PER MONTH; NO HOURS DURING TRADING HOURS | COLLORA GP, LLC ;INV RELATED; BORDENTOWN,NJ; MERCHANT PARTNERSHIP;90% OWNERSHIP;CO-OWNER; START DATE: 08/08/2025; 5 HRS PER MONTH; 5 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-06 |
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