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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 | 2024-03-18 |
| NJ | RA | APPROVED | 2024-03-15 |
| TX | RA | APPROVED | 2024-03-15 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
331 Newman Springs Road Building 3 Suite 330 [Satellite], Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Oakhurst | NJ | 08/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oakhurst | NJ | 11/2016 | 03/2024 |
| Wells Fargo Advisors Financial Network, Llc | Red Bank | NJ | 03/2024 | Present |
COMPOUND CAPITAL WEALTH MANAGEMENT LLC; INV RELATED; WALL TOWNSHIP, NJ; 100% OWNERSHIP; START DATE 3/18/2024; 40 HOURS PER WEEK; 40 DURING TRADING; FINET PRACTICE.| EDJDID GP LLC; INV RELATED; WELL, NJ; 90% OWNERSHIP; START DATE 03/10/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING; FORMED TO SELL 10% TO 72 GROWTH PARTNERS LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-10 |
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