Marcus A Treadwell

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2022-08-02

Branch Locations

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

Organization	City	State	From	To
Wells Fargo Bank, Na	Mays Landing	NJ	11/2016	10/2019
Wells Fargo Clearing Services, Llc	Mays Landing	NJ	02/2018	10/2019
Td Bank Na	Galloway	NJ	05/2016	10/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Northfield	NJ	10/2019	12/2021
Bank Of America, N.A.	Northfield	NJ	10/2019	12/2021
Wells Fargo Clearing Services, Llc	Marlton	NJ	12/2021	Present

11/2016 → 10/2019

Wells Fargo Bank, Na

Mays Landing, NJ
02/2018 → 10/2019

Wells Fargo Clearing Services, Llc

Mays Landing, NJ
05/2016 → 10/2016

Td Bank Na

Galloway, NJ
10/2019 → 12/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Northfield, NJ
10/2019 → 12/2021

Bank Of America, N.A.

Northfield, NJ
12/2021 → Present

Wells Fargo Clearing Services, Llc

Marlton, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-15

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