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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2024-04-23 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
285 Riverside Ave Suite 250 [Satellite], Westport, CT 06880 • 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 Llc | Westport | CT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westport | CT | 11/2016 | 04/2024 |
| Wells Fargo Advisors Financial Network, Llc | Westport | CT | 04/2024 | Present |
RENTAL PROPERTY; INV RELATED; WEST WARDSBORO, VT; 100% OWNERSHIP; START DATE 9/1/2024; 2 HOURS PER MONTH; 0 DURING TRADING; FAMILY RENTAL.| CARA4BOYSFINANCIAL LLC; INV RELATED; WILTON, CT; 100% OWNERSHIP; START DATE 1/12/2024; 8 HOURS PER MONTH; 4 DURING TRADING; FINET PRACTICE.| CARA4BOYSPROPERTIES LLC; INV RELATED; WEST WARDSBORO, VT; RENTAL PROPERTY; 50% OWNERSHIP WITH SPOUSE; START DATE 2/28/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; CALABRESE SPINA LLC; INV RELATED; BETHESDA, MD; PARTNERSHIP BETWEEN FAS;72% OWNERSHIP; START DATE: 09/12/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; CALABRESE SPINA GP, LLC; INV RELATED; BETHESDA, MD; PARTNERS/MERCHANT PARTNERSHIP;64.8% OWNERSHIP; START DATE: 09/12/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-11 |
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