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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 | 2022-06-24 |
| NY | RA | APPROVED | 2022-06-17 |
| TX | RA | APPROVED | 2022-06-17 |
Branch Locations
17 Squadron Boulevard Suite 400, New City, NY 10956 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New City | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New City | NY | 11/2016 | 06/2022 |
| Wells Fargo Advisors Financial Network, Llc | New City | NY | 06/2022 | Present |
CO-TRUSTEE FOR SON'S TRUST; INV. RELATED; NEW CITY, NY; START DATE: 6/23/2022; 2 HR PER MONTH; 0 HRS DURING TRADING. SALMON WEALTH MANAGEMENT LLC; INV RELATED; NEW CITY, NY; START 06/06/2022; 160 HOURS PER MONTH; 160 HOURS DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-01 |
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