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One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-05-23 |
Branch Locations
272 Valley Rd Suite 1, Middletown, RI 02842 • United States
One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States
One North Brentwood Blvd, Suite 850, St. Louis, MO 63105 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Middletown | RI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Middletown | RI | 11/2016 | 05/2024 |
| Benjamin F Edwards & Company, Inc | Middletown | RI | 05/2024 | Present |
1)CO-TRUSTEE FOR STEPFATHER; INVESTMENT RELATED; NEWPORT, RI; START DATE 11/12/2009; 1 HR PER MONTH; 1 HR DURING TRADING. 2)EGAN ASSOCIATES; INVESTMENT RELATED; BOX 678 NEWPORT RI 02840; OWNER OF VARIOUS REAL ESTATE LIMITED PARTNERSHIPS; GENERAL PARTNER; OFFICER/DIRECTOR/BOARD MEMEBER; LESS THAN 1% OWNER, START: 05/11/2009; 0 HOURS; NO DUTIES 3)JJR CORPORATION, INV RELATED, NEWPORT, RI, START: UNKNOWN, 0 HOURS, NO DUTIES. 4)BGC, LLC; INV. RELATED; NEWPORT, RI; 8.4% OWNERSHIP; RENTAL REAL ESTATE; START DATE 12/31/2015; 0 HRS PER MONTH. 5)CO-TRUSTEE FOR PARENT; NEWPORT, RI; INVESTMENT-RELATED; START DATE: 5-11-2009; O HOURS/MONTH; 0 HOURS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-12 |
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