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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 | 2024-10-29 |
| CT | RA | APPROVED | 2003-07-01 |
Branch Locations
180 Glastonbury Blvd Ste 100, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Hartford | CT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Hartford | CT | 11/2016 | Present |
SOUTH WINDSOR ROTARY CLUB; INVESTMENT RELATED; SOUTH WINDSOR,CT; FINANCE COMMITTEE MEMBER; START DATE 10/15/2019; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO REVIEW REQUESTS FOR DONATIONS, SUCH AS WREATHS ACROSS AMERICA OR TOWN CHOIR AND REVIEWING EVENTS THE ORGANIZATION DOES EVERY YEAR, SUCH AS WALK FOR TTHE CURE OR THE SENIOR CITIZEN CHRISTMAS PARTY AND TRYING TO DETERMINE A WORTHINESS FOR COMMUNITY NEEDS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1979-12-07 |
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