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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-11 |
| NJ | RA | APPROVED | 2014-08-18 |
| TX | RA | APPROVED | 2014-08-18 |
Branch Locations
800 Asbury Ave, Ocean City, NJ 08226 • United States
Juno Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Ocean City | NJ | 08/2014 | Present |
RENEWALS FOR MASS MUTUAL FOR LIFE, DISABILITY AND LTC INSURANCE, INV RELATED, OCEAN CITY, NJ, START: 1/1/2004, 3 HOURS PER MONTH/3 DURING TRADING, DUTIES: RECEIVE RENEWAL COMMISSIONS. FORTRESS FINANCIAL, LLC, INVT RELATED, OCEAN CITY, NJ, 4% OWNERSHIP, START DATE 1/1/2023, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE. LANDMARK CHURCH; NOT INV RELATED; OCEAN CITY, NJ; FINANCE COMMITTEE MEMBER; START 08/13/2024; 1 HOUR PER MONTH; 1 HOUR DURING TRADING; TO REVIEW HOW THE ORGANIZATION SPENDS THEIR RESOURCES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-04-02 |
| S65 | Uniform Investment Adviser Law Examination | 1996-04-02 |
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