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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2023-10-06 |
| TX | RA | APPROVED | 2023-10-06 |
Branch Locations
307 International Circle Suite 530, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Towson | MD | 08/2008 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Towson | MD | 11/2016 | 10/2023 |
| Wells Fargo Advisors Financial Network, Llc | Hunt Valley | MD | 10/2023 | Present |
MONKTON FARMS HOA, NOT INV RELATED, MONKTON, MD, PRESIDENT, START 5/4/2022, 4 HOURs PER MONTH, 0 HOURS DURING TRADING, MAINTAIN COMMON AREAS AND ORGANIZE GATHERINGS. LATTICEWORK INVESTMENT ADVISORS, LLC; INV RELATED; HUNT VALLEY, MD; 50% OWNERSHIP; START 10/2023; 160 HOURS PER MONTH; 160 HOURS DURING TRADING; FINET TRANSITION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-26 |
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