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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 | 2003-07-01 |
Branch Locations
450 Post Road E, Westport, CT 06880 • United States
Weston, CT • 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 | Westport | CT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westport | CT | 11/2016 | Present |
CO-TRUSTEE FOR MOTHER'S TRUST, INV RELATED, WEST PALM BEACH, FL, START: 10/12/2020, 0 HRS/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-14 |
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