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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 | 2024-03-08 |
| TX | RA | APPROVED_RES | 2024-03-08 |
Branch Locations
770 Lighthouse Dr Ste 152-B [Satellite], Barnegat, NJ 08005 • United States
630 Johnson Ave Suite 103, Bohemia, NY 11716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Freehold | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Freehold | NJ | 11/2016 | 03/2024 |
| Wells Fargo Advisors Financial Network, Llc | Barnegat Township | NJ | 03/2024 | Present |
MINDFUL INVESTING LLC; INV RELATED; BARNEGAT, NJ; 100% OWNERSHIP; START 01/17/2024; 160 HOURS PER MONTH; 8 HOURS DURING TRADING; FINET TRANSITION.; POWER OF ATTORNEY FOR PARENTS, INV RELAED, BARNEGAT, NJ, START: 9/16/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-28 |
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