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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 | 2003-07-01 |
Branch Locations
51 John F Kennedy Pkwy 5Th Fl Office Center At Short Hills, Short Hills, NJ 07078 • United States
Morris Township, NJ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Short Hills | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Short Hills | NJ | 11/2016 | Present |
TRUSTEE FOR CLIENT, INV. RELATED, SEBASTIAN, FL, START 11/15/05, VERY LITTLE TIME DEVOTED. TRUSTEE FOR CLIENT/LONG TIME FRIEND, INVESTMENT RELATED, MORRIS TOWNSHIP, NJ, START: 9/2010, 2-4 HOURS PER MONTH. CO-TRUSTEE FOR MOTHER-IN-LAW; INV. RELATED; ROSELAND, NJ; START DATE 10/2015; 8 HRS PER MONTH; 1 HR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1982-05-14 |
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