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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 | 2026-07-09 |
| FL | RA | APPROVED | 2022-07-20 |
| NY | RA | APPROVED | 2021-07-27 |
Branch Locations
88 Froehlich Farm Blvd, Woodbury, NY 11797 • United States
St. Petersburg, FL • United States
Massapequa, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Woodbury | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Woodbury | NY | 11/2016 | Present |
TRUSTEE OF PERSONAL TRUST FOR PERSONAL CHARITABLE DONATIONS; INV. RELATED; MASSAPEQUA, NY; START DATE 9/1/2017; 1 HR PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-06 |
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