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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 | 2026-04-17 |
| NY | RA | APPROVED | 2021-07-27 |
Branch Locations
280 Park Ave 27Th & 29Th Fls, New York, NY 10017 • 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 York | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | Present |
EXECUTOR FOR MOTHER'S ESTATE; INV. RELATED; CLIFFSIDE PARK, NJ; START DATE 1/2020; 2 HRS PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY, INVT RELATED, ABSECON, NJ, 100% OWNERSHIP, START DATE 9/1/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, NO DUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-02 |
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