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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 |
|---|---|---|---|
| ME | RA | APPROVED | 2019-01-16 |
Branch Locations
91 Longwater Circle Ste 300, Norwell, MA 02061 • United States
Bethel, ME • United States
Norwell, MA • 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 | Norwell | MA | 11/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Norwell | MA | 11/2016 | Present |
TAYLOR WOODS ROAD ASSOCIATION, NOT INV RELATED, BETHEL, ME, BOARD MEMBER, START 3/13/2024, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, CONTRACTING MAINTENANCE WORK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1981-09-09 |
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