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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 | 2024-06-24 |
| TX | RA | APPROVED | 2024-06-21 |
Branch Locations
125 Half Mile Rd Suite 107, Red Bank, NJ 07701 • 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 | East Brunswick | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | East Brunswick | NJ | 11/2016 | 06/2024 |
| Wells Fargo Advisors Financial Network, Llc | Red Bank | NJ | 06/2024 | Present |
EXECUTOR FOR FATHER; INV RELATED; FREEHOLD, NJ; START: 3/6/17; 6 HRS/MO; 0 DURING TRADING. SELECT ADVISORS WEALTH MANAGEMENT, LLC, INVT RELATED, HOLMDEL, NJ, 33.33% OWNERSHIP, START DATE 6/21/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, TRANSITIONING TO FINET.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-08-15 |
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