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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 | 2026-02-05 |
| NY | RA | APPROVED | 2021-07-22 |
| NJ | RA | APPROVED | 2009-04-27 |
Branch Locations
70 N Country Rd Ste 301, Port Jefferson, NY 11777 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Port Jefferson | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Port Jefferson | NY | 11/2016 | Present |
CO-TRUSTEE OF MOTHER'S TRUST; INV. RELATED; SMITHTOWN, NY; START DATE 12/2013; 0 HRS PER MONTH. CO-TRUSTEE OF FATHER'S TRUST; INV. RELATED; SMITHTOWN, NY; START DATE 12/2013; 0 HRS PER MONTH. KAREN LOWE TOD; INV RELATED;SMITHTOWN,NY; ASSIST WITH PAPERWORK, ETC; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 06/18/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-09 |
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