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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-09 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
51 John F Kennedy Pkwy 5Th Fl Office Center At Short Hills, Short Hills, NJ 07078 • United States
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Florham Park | NJ | 05/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Florham Park | NJ | 11/2016 | 01/2017 |
| Ubs Financial Services Inc. | Weehawken | NJ | 02/2017 | 11/2025 |
| Ubs Bank Usa | Weehawken | NJ | 02/2017 | 11/2025 |
| Wells Fargo Bank | Short Hills | NJ | 12/2025 | Present |
| Wells Fargo Clearing Services | Short Hills | NJ | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-28 |
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