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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 | 2021-02-22 |
| TX | RA | APPROVED_RES | 2015-03-26 |
| NJ | RA | APPROVED | 2014-10-06 |
Branch Locations
84 E Main St Ste A, Mendham, NJ 07945 • United States
51 John F Kennedy Pkwy 5Th Fl [J1/J2/J5-Rbo], Short Hills, NJ 07078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Information Technology Recycling, Llc | Newton | NJ | 02/2011 | Present |
| Wells Fargo Advisors | Mendham | NJ | 10/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mendham | NJ | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, BYRAM TWP, NJ, 100% OWNER, START: 10/15/2016, 1 HOUR PER MONTH/0 DURING TRADING, DUTIES: LANDLORD. RENTAL PROPERTY; INVESTMENT RELATED; POMPANO BEACH,FL; 100% OWNERSHIP; START DATE 05/01/2020; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER. SUSSEX COUNTY GOP REPUBLICAN COMMITTEE BYRAM TOWNSHIP; NOT INV. RELATED; NEWTON, NJ; COMMITTEE MEMBER; START DATE 7/6/2021; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS AND DISCUSS LOCAL EVENTS. RENTAL PROPERTY; INV. RELATED; FT. LAUDERDALE, FL; OWNER; START DATE 6/2023; 1 HR PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY ; INV RELATED;POMPANO BEACH,FL; OWNER ;100% OWNERSHIP; START DATE: 07/31/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-07-08 |
| S65 | Uniform Investment Adviser Law Examination | 2009-11-23 |
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