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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 | 2023-09-28 |
| NY | RA | APPROVED | 2021-07-27 |
| TX | RA | APPROVED_RES | 2017-01-26 |
| NJ | RA | APPROVED | 2003-07-01 |
Branch Locations
1201 New Rd, Ste 207 Cornerstone Commerce Center, Linwood, NJ 08221 • United States
535 Madison Ave 16Th Fl, New York, NY 10022 • United States
255 S County Rd 2Nd Fl, Palm Beach, FL 33480 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Linwood | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Linwood | NJ | 11/2016 | Present |
NJ REAL ESTATE LICENSE, INV RELATED, STATE OF NJ, START 2/1/2013, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING.; ESSEX AVENUE PROPERTIES LLC, INV RELATED, LINWOOD, NJ, 100% OWNERSHIP, START 8/20/2008, 10 HOURS/MONTH, 0 DURING TRADING, HOLDS REAL ESTATE.; VISION PROPERTIES LLC, INV RELATED, BOSTON, MA, 50% OWNERSHIP, START 8/28/2019, ZERO HOURS PER MONTH, ZERO DURING TRADING, TO HOLD REAL ESTATE INVESTMENTS.; ANDJUL LLC, INV RELATED, LINWOOD, NJ, 98% OWNERSHIP, START 10/1/2020, 0 HRS PER MONTH, 0 HRS DURING TRADING, BUYING REAL ESTATE.; ANDJUL AVIATION, LLC, INV RELATED, PALM BEACH, FL, 100% OWNERSHIP, START: 9/5/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING, AIRCRAFT EXPENSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-24 |
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