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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-17 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
285 Riverside Ave Suite 250 [Satellite], Westport, CT 06880 • 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 | Westport | CT | 03/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westport | CT | 11/2016 | 06/2024 |
| Wells Fargo Advisors Financial Network, Llc | Westport | CT | 06/2024 | Present |
TRUSTEE FOR MOTHER'S TRUST, INV RELATED, WILTON, CT, START: 10/18/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING. PARESE FAMILY LLC; INV RELATED; BOSTON, MA; 100% OWNERSHIP; START: 4/12/2023; 0 HOURS A MONTH; 0 DURING TRADING; OWNER. PARESE WEALTH MANAGEMENT, LLC, INVT RELATED, WILTON, CA, 100% OWNERSHIP, START DATE 7/2/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, FOR FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-09-25 |
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