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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-10 |
| TX | RA | APPROVED_RES | 2024-05-22 |
| FL | RA | APPROVED | 2024-05-21 |
| NJ | RA | APPROVED | 2024-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Linwood | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Linwood | NJ | 11/2016 | 05/2024 |
| Wells Fargo Advisors Financial Network, Llc | Linwood | NJ | 05/2024 | Present |
MARINA BOAT SLIP, INV RELATED, MOOREHEAD, NC, 100% OWNERSHIP WITH SPOUSE, START 7/20/2003, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, BOAT SLIP RENTAL. DIOCESE OF CAMDEN FINANCE COUN CIL, INV RELATED, CAMDEN, NJ, INVESTMENT COMMITTEE CHAIRMAN, START 5/1/2024, 8 HOURS PER MONTH, ZERO DURING TRADING, REVIEWING INVESTMENT STATEMENTS, DISCUSS PERFORMANCE, REVIEW ADVISORY FEES, ASSURE ADVISORS STAY WITHIN INV POLICY STATEMENT, AND ASSIST IN SELECTING NEW ADVISORS AND MANAGERS. MCPEAK HOLDINGS LLC, INV RELATED, LINWOOD, NJ, 100% OWNERSHIP WITH SPOUSE, START 11/2/2023, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS FINET PRACTICE BUILDING. MCPEAK WEALTH MANAGEMENT LLC, INV RELATED, LINWOOD, NJ, 100% OWNERSHIP, START 1/11/2024, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1981-12-28 |
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