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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2022-02-14 |
| RI | RA | APPROVED | 2018-10-22 |
| NH | RA | APPROVED | 2017-11-20 |
Branch Locations
91 Longwater Circle Ste 300, Norwell, MA 02061 • United States
1513 Iyannough Rd 1St Fl Ste 3, Hyannis, MA 02601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boston | MA | 05/2009 | Present |
| Wells Fargo Clearing Services Llc | Boston | MA | 08/2017 | Present |
POWER OF ATTORNEY FOR MOTHER, INV RELATED, HARTFORD, CT, START: 1/12/2022, 0 HRS/MONTH, 0 HRS DURING TRADING. THE LEARNING PROJECT ELEMENTARY SCHOOL, INVT RELATED, BOSTON, MA, BOARD OF TRUSTEES, START DATE 9/1/2023, 5 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS WITH FINANCE COMMITTEE AND ADVISING ON OUTREACH/ADVANCEMENTS AND BUDGET.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-07 |
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