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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 | 2022-11-01 |
| NJ | RA | APPROVED | 2019-03-05 |
| TX | RA | APPROVED_RES | 2019-03-04 |
Branch Locations
830 Morris Tpke Ste 488, Short Hills, NJ 07078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Short Hills | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Short Hills | NJ | 11/2016 | 03/2019 |
| Wells Fargo Advisors Financial Network, Llc | Short Hills | NJ | 03/2019 | Present |
REY FINANCIAL GROUP LLC; INV. RELATED; MORRISTOWN, NJ; 29% OWNERSHIP; FINET PRACTICE; START DATE 3/2019; 50 HRS PER MONTH; 32.5 HRS DURING TRADING. EXECUTOR FOR DECEASED SPOUSE'S ESTATE; INV. RELATED; CRANFORD, NJ; START DATE 3/2022; 4 HRS PER MONTH; 4 HRS DURING TRADING. TRUSTEE FOR DECEASED SPOUSE'S TRUST; INV. RELATED; CRANFORD, NJ; START DATE 3/2022; 4 HRS PER MONTH; 4 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-06-06 |
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