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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 | 2019-05-07 |
| TX | RA | APPROVED | 2019-05-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Wellesley | MA | 08/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wellesley | MA | 11/2016 | 05/2019 |
| Wells Fargo Advisors Financial Network, Llc | Wellesley | MA | 05/2019 | Present |
BURBANK WEALTH MANAGEMENT, INV RELATED, WELLESLEY, MA, 50% OWNERSHIP, START 5/1/2019, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE. DRIGGS RETREAT LLC, INV RELATED, BOSTON, MA, 100% OWNERSHIP WITH SPOUSE, START 7/5/2021, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS RAW LAND.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-20 |
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