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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-31 |
| TN | RA | APPROVED | 2025-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Lincoln | NE | 08/2006 | 11/2016 |
| Wells Fargo Advisors Llc | Omaha | NE | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Omaha | NE | 11/2016 | 04/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Memphis | TN | 04/2025 | Present |
| Bank Of America, N.A. | Memphis | TN | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-19 |
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