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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 | 2023-11-20 |
| TX | RA | APPROVED | 2023-11-16 |
Branch Locations
19 Center St, Chatham, NJ 07928 • United States
2385 Nw Executive Center Dr Ste 260 [Satellite], Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boca Raton | FL | 11/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 11/2016 | 11/2023 |
| Wells Fargo Advisors Financial Network, Llc | Boca Raton | FL | 11/2023 | Present |
STONEBRIDGE COUNTRY CLUB PROPERTY OWNERS ASSOCIATION POA, NOT INV RELATED, BOCA RATON, FL, BOARD MEMBER, START 2/03/2025, 3 HOURS PER MONTH, 0 HOURS DURING TRADING | KRN ADVISORS LLC; INV RELATED; BOCA RATON, FL; 100% OWNERSHIP; START DATE 11/17/2023; 160 HOURS PER MONTH; 8 DURING TRADING; FINET PRACTICE. STONEBRIDGE COUNTRY CLUB; BOCA RATON, FL; FINANCE COMMITTEE MEMBER; START DATE 5/3/2024; 3 HOURS PER MONTH; 1 DURING TRADING; ATTENDING MEETINGS TO PROVIDE OPINION AND/OR VOTE ON FINANCIAL ITEMS RELATED TO THE COMMITTEE FUNCTION AND SERVE IN AN ADVISOR FUCTION TO THE BOARD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-19 |
| S65 | Uniform Investment Adviser Law Examination | 1995-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-23 |
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