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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-06-22
  • NJ RA
    APPROVED
    Since 2023-06-22

Branch Locations

255 Madison Ave, Wyckoff, NJ 07481 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2022 → 06/2023
    Summit, NJ
  • 04/2021 → 03/2022
    Bain & Company
    Boston, MA
  • 08/2019 → 03/2021
    Ernst & Young (Ey-Parthenon)
    Boston, MA
  • 06/2019 → 07/2019
    Harvard Business School - Research Staff Services
    Boston, MA
  • 08/2017 → 05/2019
    Harvard Business School
    Boston, MA
  • 03/2017 → 05/2017
    Goldman Sachs And Co., Llc
    New York, NY
  • 05/2012 → 08/2017
    United States Army
    Fort Lewis, WA
  • 06/2018 → 07/2018
    Goldman Sachs & Co., Llc
    Boston, MA
  • 06/2023 → Present
    Wykcoff, NJ
Previous Registrations
Other Businesses

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; |

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-15
  • S66 Uniform Combined State Law Examination
    2022-04-15

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