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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Summit | NJ | 03/2022 | 06/2023 |
| Bain & Company | Boston | MA | 04/2021 | 03/2022 |
| Ernst & Young (Ey-Parthenon) | Boston | MA | 08/2019 | 03/2021 |
| Harvard Business School - Research Staff Services | Boston | MA | 06/2019 | 07/2019 |
| Harvard Business School | Boston | MA | 08/2017 | 05/2019 |
| Goldman Sachs And Co., Llc | New York | NY | 03/2017 | 05/2017 |
| United States Army | Fort Lewis | WA | 05/2012 | 08/2017 |
| Goldman Sachs & Co., Llc | Boston | MA | 06/2018 | 07/2018 |
| Wells Fargo Advisors Financial Network, Llc | Wykcoff | NJ | 06/2023 | Present |
HILLCREST CAPITAL ADVISORS, INC., INV RELATED, WYCKOFF, NJ, 50% OWNERSHIP, START: 2/28/2022, 160 HOURS A MONTH, 160 HOURS DURING TRADING, FINET PRACTICE.| COLEMAN RESEARCH EXPERT NETWORK; NOT INV RELATED; NEW YORK, NY; SURVEY RESPONDANT; START DATE 4/24/2024; 3 HOURS PER MONTH; 0 DURING TRADING; RESPOND AT-WILL TO SURVEY REQEUSTS.| 255 MADISON AVE LLC ; INV RELATED; WYCKOFF, NJ; COMMERCIAL REAL ESTATE ;25% OWNERSHIP; START DATE: 09/01/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-15 |
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