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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 | 2019-01-31 |
Branch Locations
138 Conant St 4Th Fl, Beverly, MA 01915 • United States
Swampscott, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Beverly | MA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Beverly | MA | 11/2016 | Present |
POWER OF ATTORNEY FOR MOTHER, INV RELATED, BEVERLY, MA, START 3/20/2024, 1 HOUR PER MONTH, 1 HOUR DURING TRADING. CO-TRUSTEE FOR MOTHERS TRUST, INV RELATED, BEVERLY, MA, START 2/2/2024, 1 HOUR PER MONTH, 1 HOUR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-30 |
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