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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 | 2024-11-14 |
| NY | RA | APPROVED | 2021-07-27 |
| TX | RA | APPROVED | 2011-01-10 |
| NJ | RA | APPROVED | 2009-04-20 |
Branch Locations
Fort Myers, FL • United States
630 Johnson Ave Suite 103, Bohemia, NY 11716 • United States
1225 Franklin Ave Suite 325 Office #9 [Satellite], Garden City, NY 11530 • United States
North Bellmore, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Hauppauge | NY | 05/2009 | Present |
PREMIER WEALTH MANAGEMENT LLC; INV. RELATED; BOHEMIA, NY; 33.3% OWNERSHIP; START DATE: 4/2019.; YOOLI SPA, LLC, NOT INV RELATED, FT. MYERS, FL, 50% OWNERSHIP, START: 9/5/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING, MASSAGE SPA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-14 |
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