Best Investors Account Sign in
Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2011-09-09
NJ RA APPROVED 2005-04-04
  • TX RA
    APPROVED_RES
    Since 2011-09-09
  • NJ RA
    APPROVED
    Since 2005-04-04

Branch Locations

Summit, NJ • United States

26 Main St Ste 101, Chatham, NJ 07928 • United States

Bay Head, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network Llc Summit NJ 05/2009 Present
Previous Registrations
Other Businesses

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;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-02-01
S63 Uniform Securities Agent State Law Examination 1995-12-11
  • S65 Uniform Investment Adviser Law Examination
    2005-02-01
  • S63 Uniform Securities Agent State Law Examination
    1995-12-11

View on SEC IAPD

More in Summit, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor