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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 | 2018-07-30 |
| NJ | RA | APPROVED | 2003-07-01 |
Branch Locations
51 John F Kennedy Pkwy 5Th Fl Office Center At Short Hills, Short Hills, NJ 07078 • United States
Summit, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Westfield | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westfield | NJ | 11/2016 | Present |
TRUSTEE FOR FATHER'S TRUST; INV RELATED; SUMMIT, NJ; START: 6/1/01; 1 HR/MO; 1 HR DURING TRADING. TRUSTEE FOR DAUGHTER'S LIQUIDATION TR, INVESTMENT RELATED, MURRAY HILL NJ, START 2012, CURRENTLY NO TIME DEVOTED.; TRUSTEE FOR MOTHER'S TRUST, INV RELATED, SUMMIT, NJ, START: 11/11/2020, 10 HRS/MONTH, 10 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-29 |
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