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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2023-02-10 |
| ME | RA | APPROVED | 2021-06-29 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
125 High St Ste 1359A, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 01/2011 | 12/2020 |
| Wells Fargo Bank | Boston | MA | 04/2021 | Present |
| Wells Fargo Clearing Services | Boston | MA | 05/2021 | Present |
| Unemployed | Boston | MA | 12/2020 | 04/2021 |
ELMWOOD PROPERTIES LLC; INV RELATED; NEW BERN,NC; RENTAL PROPERTY MANAGEMENT;50% OWNERSHIP; START DATE: 01/30/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY-WINDWARD; INV RELATED; NEW BERN,NC; RENTAL PROPERTY ;50% OWNERSHIP; START DATE: 01/30/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-15 |
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