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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 | 2010-02-18 |
| NJ | RA | APPROVED | 2003-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Westfield | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westfield | NJ | 11/2016 | Present |
TRUSTEE FOR DECEASED SPOUSE'S TRUST; INV. RELATED; BEDMINSTER, NM; START DATE 7/2022; 3 HRS PER MONTH; 1 HR DURING TRADING. EXECUTOR FOR SPOUSE'S ESTATE; INV. RELATED; BEDMINSTER, NM; START DATE 7/2022; 3 HRS PER MONTH; 1 HR DURING TRADING. FIDUCIARY FEES FOR SERVING AS TRUSTEE AND EXECUTOR FOR DECEASED SPOUSE. TRUSTEE FOR TRUST FBO STEPSON (1); INV. RELATED; BRANCHBURG, NJ; START DATE 10/2022; 140 HRS PER MONTH; 7 HRS DURING TRADING. TRUSTEE FOR TRUST FBO STEPSON (2); INV. RELATED; BRANCHBURG, NJ; START DATE 10/2022; 140 HRS PER MONTH; 7 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-06-12 |
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