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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2016-03-03 |
| TX | RA | APPROVED | 2016-03-01 |
Branch Locations
3280 Peachtree Rd Ne Ste 300, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Atlanta | GA | 01/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | Present |
55ST STREET APARTMENTS, INC HOA, NOT INVT RELATED, NEW YORK, NY, BOARD MEMBER, START DATE 11/21/2024, 5 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, WORKING ON BUDGETS AND ITEMS RELATED TO OPERATIONS OF HOA.| 55 ST STREET APARTMENTS, INC HOA, INVT RELATED, NEW YORK, NY, TREASURER, START DATE 11/21/2024, 5 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, DEVELOPING AND MONITORING ANNUAL BUDGET. REPORTING ON FINANCIAL ACTIVITIES. INTERACTING WITH MANAGING AGENT ON ANY ISSUES/DISCREPANCIES ON MONTHLY FINANCIAL REPORTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-08 |
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