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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-22 |
| NJ | RA | APPROVED | 2022-11-21 |
| NC | RA | APPROVED | 2022-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Warren | NJ | 02/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Warren | NJ | 11/2016 | 11/2022 |
| Wells Fargo Advisors Financial Network, Llc | Merry Hill | NC | 11/2022 | Present |
WILLOW HILL LLC , NOT INV RELATED, MERRY HILL, NC, 100% OWNERSHIP WITH SPOUSE, START 8/1/2021, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, ART CREATION AND STUDIO MAINTENANCE. SALMON CREEK WEALTH MANAGEMENT LLC, INV RELATED, MERRY HILL, NC, 100% OWNERSHIP WITH SPOUSE, START 8/3/2022, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE. RED MILL MANAGEMENT LLC, INV RELATED, MERRY HILL, NC, 100% OWNERSHIP WITH SPOUSE, START 1/13/2023, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, REAL ESTATE, MANAGEMENT, AND MAINTENANCE. HELPING HEARTS FOUNDATION, NOT INV RELATED, MERRY HILL, NC, DIRECTOR, START 4/7/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, FAMILY FOUNDATION. COMMERCIAL RENTAL PROPERTY, INV RELATED, MERRY HILL, NC, 100% OWNERSHIP WITH SPOUSE, START 5/31/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, PROPERTY MAINTENANCE. RENTAL PROPERTY, INV RELATED,EDENTON, NC, 100% OWNERSHIP WITH SPOUSE, START: 3/22/24, 1 HR PER MONTH, 0 HR DURING TRADING; POWER OF ATTORNEY FOR SPOUSE; INV RELATED; MERRY HILL, NC; POA; START DATE: 11/10/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-29 |
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