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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 | 2024-06-20 |
| TX | RA | APPROVED_RES | 2024-06-20 |
Branch Locations
125 Half Mile Rd Suite 107, Red Bank, NJ 07701 • United States
2 disclosure categories 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 | Westfield | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westfield | NJ | 11/2016 | 06/2024 |
| Wells Fargo Advisors Financial Network, Llc | Red Bank | NJ | 06/2024 | Present |
WESTFIELD YMCA, NOT INV. RELATED, WESTFIELD, NJ. START: 1/20/17, 4 HOURS/MONTH, 4 HOURS DURING TRADING, CONDUCT FITNESS/AEROBICS CLASS. SELECT ADVISORS WEALTH MANAGEMENT, LLC; INVT RELATED; RED BANK, NJ; 33% OWNERSHIP; START DATE 6/21/2024; 130 HRS PER MONTH; 130 DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-06 |
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