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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 | 2023-03-17 |
| TX | RA | APPROVED | 2023-03-17 |
Branch Locations
500 Campus Dr Suite 302, Morganville, NJ 07751 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | East Brunswick | NJ | 05/2009 | 11/2018 |
| Wells Fargo Clearing Services, Llc | Red Bank | NJ | 11/2018 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Morganville | NJ | 03/2023 | Present |
KNIGHT'S PLEDGE WEALTH MANAGEMENT LLC, INV RELATED, MARLBORO, NJ, 50% OWNERSHIP, START 1/9/2023, 160 HOURS PER MONTH, 6.5 HOURS DURING TRADING, FINET PRACTICE. XERRI WEALTH MANAGEMENT LLC, INV RELATED, MARLBORO, NJ, 100% OWNERSHIP, START 1/6/2023, 160 HOURS PER MONTH, 6.5 HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-31 |
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