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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 | 2025-08-08 |
| TX | RA | APPROVED | 2025-08-08 |
Branch Locations
1450 Twin Lakes Avenue Suite 202, Bozeman, MT 59718 • United States
7600 Wisconsin Ave 100 [Satellite], Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2015 | 10/2017 |
| Wells Fargo Clearing Services Llc | Bethesda | MD | 10/2017 | 08/2025 |
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 08/2025 | Present |
PRIVATE LACROSSE LESSONS, NOT INV RELATED, BETHESDA, MD, COACH, START 11/20/2017, 4 HOURS PER MONTH, ZERO DURING TRADING, COACHING LACROSSE.; TRUSTEE FOR UNCLE'S TRUST, INV RELATED, WOODMERE, NY, START: 3/1/19, 0 HRS/MONTH, 0 HRS DURING TRADING.| NEXT LEVEL YOUTH LACROSSE; NOT INV RELATED; KENSINGTON, MD; YOUTH LACROSSE; COACH; START DATE: 09/06/2025; 6 HRS PER MONTH; 0 HRS DURING TRADING;| MC CAPITAL LLC; INV RELATED; KENSINGTON, MD; FINET PRACTISE ;100% OWNERSHIP; START DATE: 09/10/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| THE EDWARD JUTKOWITZ INSURANCE TRUST; NOT INV RELATED; BETHESDA, MD; LIFE INSURANCE ADMINISTRATOR; TRUSTEE; START DATE: 09/05/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING.| JUTKOWITZ GP, LLC; INV RELATED; BETHESDA,MD; MERCHANT CASH AND STOCK AGREEMENT;90% OWNERSHIP; START DATE: 12/19/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-02 |
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