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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 | 2024-06-24 |
| NY | RA | APPROVED | 2021-07-27 |
| CA | RA | APPROVED | 2012-11-27 |
| VA | RA | APPROVED | 2010-08-09 |
| TX | RA | APPROVED_RES | 2003-07-01 |
Branch Locations
2500 Westchester Ave Stes 201 & 203, Purchase, NY 10577 • United States
74245 Hwy 111 Ste 203, Palm Desert, CA 92260 • 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 | White Plains | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | White Plains | NY | 11/2016 | Present |
POWER OF ATTORNEY FOR SPOUSE, INV RELATED, PURCHASE, NY, START: 1/12/2022, 0 HRS/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-02 |
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