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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-14 |
| NY | RA | APPROVED | 2022-04-08 |
Branch Locations
630 Johnson Ave Suite 103, Bohemia, NY 11716 • United States
Melbourne, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Melville | NY | 07/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Melville | NY | 11/2016 | 04/2022 |
| Wells Fargo Advisors Financial Network, Llc | Bohemia | NY | 04/2022 | Present |
TRUSTEE FOR PARENT'S TRUST; INV. RELATED; VALLEY STREAM, NY; START DATE 3/2004; 1 HR PER MONTH; 1 HR DURING TRADING. EXECUTOR FOR COUSIN'S ESTATE; INV. RELATED; GREAT RIVER, NY; START DATE 1/29/2020; 10 HRS PER MONTH; 0 HRS DURING TRADING. PREMIER WEALTH MANAGEMENT, LLC, INVT RELATED, BOHEMIA, NY, 20% OWNERSHIP, START DATE 4/8/2022, 1 HR PER MONTH, 1 HR DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-16 |
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