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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-12-13 |
| NJ | RA | APPROVED | 2006-01-05 |
Branch Locations
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 Financial Network Llc | Ocean City | NJ | 05/2009 | Present |
TRUSTEE FOR BROTHER'S IRREVOCABLE TRUST; INVESTMENT RELATED; OCEAN CITY, NJ; START 5/25/05; NO TIME INVOLVED.START TRUSTEE FOR FRIEND'S TRUST; INVESTMENT RELATED; START 2002; 0 HRS PER MONTH. FORTRESS FINANCIAL LLC, INV RELATED, OCEAN CITY, NJ, 32% OWNERSHIP, START 1/1/2023, 160 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-30 |
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