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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 | 2025-03-21 |
| NY | RA | APPROVED | 2021-07-27 |
| NJ | RA | APPROVED | 2015-07-08 |
Branch Locations
630 Johnson Ave Suite 103, Bohemia, NY 11716 • United States
425 Broadhollow Rd Ste 312 [Satellite], Melville, NY 11747 • 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 Financial Network, Llc | Melville | NY | 05/2014 | Present |
MELVILLE WEALTH MANAGEMENT LLC, INV RELATED, MELVILLE, NY, 100% OWNERSHIP WITH SPOUSE, START 5/1/2014, 1 HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. D&B INSURANCE BROKERAGE INC., INV RELATED, COMMACK, NY, 100% OWNERSHIP, START 5/1/2014, 5 HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-14 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-23 |
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