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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-27 |
| CT | RA | APPROVED | 2016-07-05 |
| TX | RA | APPROVED_RES | 2016-06-30 |
Branch Locations
2500 Westchester Ave Stes 201 & 203, Purchase, NY 10577 • United States
Yorktown, NY • United States
2 disclosure categories 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 | White Plains | NY | 04/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | White Plains | NY | 11/2016 | Present |
CO-TRUSTEE FOR BROTHER; INV RELATED; BOYNTON BEACH, FL; START: 5/3/16; 0 HRS/MO; 0 DURING TRADING; DUTIES: NONE. CORTLAND YACHT CLUB (BOAT SLIP); NOT INV. RELATED; MONTROSE, NY; 1% OWNERHSIP; START DATE 4/1/2024; 0 HOURS PER MONTH. TRUSTEE FOR PARENTS ; INV RELATED; PURCHASE, NY; TRUSTEE; START DATE: 12/12/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-20 |
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