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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_RES | 2011-09-09 |
| NJ | RA | APPROVED | 2005-04-04 |
Branch Locations
26 Main St Ste 101, Chatham, NJ 07928 • United States
Bay Head, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Summit | NJ | 05/2009 | Present |
TIMBAR ASSOCIATES LLC, INV RELATED, SUMMIT, NJ,REAL ESTATE HOLDING COMPANY, MANAGER. STARTED 02/01/2025 5 HOURS PER MONTH, 0 HOURS DURING TRADING | NOTARY, NOT INVESTMENT RELATED, UNION COUNTY, NJ, START: 8/2012, 0 HOURS PER MONTH. HARBOUR BRIDGE| CONSULTANTS, INV RELATED, SUMMIT, NJ, 1% OWNER, START: 2/2017, 0 HOURS, NO DUTIES.| SUMMIT EDUCATION FOUNDATION, INV RELATED, SUMMIT, NJ, BOARD MEMBER/TRUSTEE, START 6/1/2019, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, GENERAL FOUNDATION OVERSIGHT, PROMOTE AWARENESS, FUNDRAISING, INVESTMENT AND GRANT OVERSIGHT.;| TRUSTEE FOR HARBOUR BRIDGE ADVISORS 401K (MULTIPLE ASSOCIATES), INV RELATED, CHATHAM, NJ, START: 10/1/2021, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K.| HARBOUR BRIDGE ADVISORS, LLC; INVESTMENT RELATED; CHATHAM,NJ; 99% OWNERSHIP; START DATE 10/1/2021; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; PASS THROUGH FOR FINET PRACTICE.;| TRUSTEE FOR FAMILY FRIEND'S TRUST, INV RELATED, WATCHUNG, NJ, START: 10/01/2022, 0 HRS/MONTH, 0 HRS DURING TRADING.;| TRUSTEE FOR FAMILY FRIEND'S TRUST, INV RELATED, WATCHUNG, NJ, START: 10/01/2022, 0 HRS/MONTH, 0 HRS DURING TRADING.| ST TERESA OF AVILA CHURCH, NOT INV RELATED, SUMMIT, NJ, FINANCE COMMITTE MEMBER, START 3/1/24, 1 HRS PER MONTH, 0 HRS DURING TRADING, GUIDES PARISH ON BUDGET AND LONG TERM PLANNING;| TME REVOCABLE TRUST; INV RELATED; SUMMIT, NJ; TRUSTEE; START DATE 01/01/2025; 1HOUR/MONTH; 0 HRS DURING TRADING; ADVANCED PLANNING FOR ESTATE PURPOSE FOR AGING PARENTS| BGE REVOCABLE TRUST; INV RELATED; SUMMIT, NJ; TRUSTEE; START DATE 01/01/2025; 1HOUR/MONTH; 0 HRS DURING TRADING; ESTATE PLANNING FOR PARENTS| TIMBAR DYNASTY TRUST; INV RELATED; SUMMIT, NJ; TRUSTEE; START DATE 01/01/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; ESTATE PLANNING FOR PARENTS HBA SERVICES CORPORATION LLC; INV RELATED; TBD,IL; FINET BUSINESS;100% OWNERSHIP; START DATE: 03/01/2026; 20 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-11 |
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