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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 | 2016-02-01 |
Branch Locations
1 Lafayette Pl [Vh-Rbo], Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Greenwich | CT | 02/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenwich | CT | 11/2016 | Present |
FOUNDING FORWARD, INVT RELATED, VALLEY FORGE, PA, BOARD OF TRUSTEES/FINANCE COMMITTEE, START DATE 9/21/2024, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO DISCUSS STRATEGIC PLANNING AND DECISION MAKING FOR THE OVERALL ORGANIZATION, REVIEWING WORK DONE BY DIFFERENT COMMITTEES AND DECIDING ON NEXT STEPS FOR THE ORGANIZATION AND ITS MISSION, INFRASTRUCTURE MAINTENANCE AND IMPROVEMENTS, EDUCATIONAL PROGRAM INITIATIVES, ONGOING COURSES, STAFFING, DEVELOPMENT, MANAGEMENT, FINANCIAL BEST PRACTICES, ATTENDING FINANCE COMMITTEE MEETINGS TO DISCUSS BEST USE OF CAPITAL AND MAINTAINING THE ORGANIZATION AS AN EFFECTIVE GOING CONCERN, AND ATTENDING DEVELOPMENT COMMITTEE MEETINGS TO DISCUSS INITIATIVES TO INCREASE REVENUE THROUGH BENEFACTORS. HACKSAW AVIATION LLC; INV RELATED;STAMFORD,CT; SOLE OWNERSHIP AND OPERATION OF A PRIVATE AIRCRAFT;100% OWNERSHIP; START DATE: 06/10/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-31 |
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