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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 | 2016-10-04 |
Branch Locations
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 | Worcester | MA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Worcester | MA | 11/2016 | Present |
TRUSTEE FOR FATHER; INVESTMENT RELATED; SHREWSBURY, MA; START 8/2014 & 4/2017; 4 HRS PER MONTH; LESS THAN 1 HR DURING TRADING. CO-TRUSTEE FOR BROTHER'S TRUST; INV. RELATED; SHREWSBURY, MA; START 8/10/2016; 4 HRS PER MONTH; LESS THAN 1 HR PER MONTH. CO-EXECUTOR OF FATHER'S ESTATE; INV. RELATED; SHREWSBURY, MA; START 3/30/2017; 4 HRS PER MONTH; LESS THAN 1 HR DURING TRADING. A W Massage - 100% Owned by Spouse (Co-Signer on Lease); NOT INV RELATED;SHREWSBURY,MA; MASSAGE THERAPY; .01OWNERSHIP; START DATE: 6/30/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-03 |
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