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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-24 |
| NY | RA | APPROVED | 2021-07-27 |
| TX | RA | APPROVED | 2020-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Johnson City | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Johnson City | NY | 11/2016 | Present |
BUTTON FAMILY LP; HALLSTEAD, PA; PARTNER WITH SISTER IN FAMIL LP; 1 HR/MTH NOT DURING SECURITIES HOURS; START 10/07. RUEHEMA LLC 50% OWNERSHIP, GENERAL PARTNER OF BUTTON FAMILY LP, START 05/11, 1 HOUR PER MONTH, HALLSTEAD PA COMMERCIAL BUILDING; NON INVESTMENT RELATED; NEW MILFORD, PA; 100% OWNERSHIP W/SPOUSE; 5 HRS PER MONTH 0 DURING TRADING. TRUSTEE FOR AUNT; INV RELATED; HALLSTEAD, PA; START: 4/2017; 1 HR/MO; 0 DURING TRADING. RENTAL PROPERTY; INV. RELATED; GREAT BEND,PA; 50% OWNERSHIP; START DATE 11/01/2021; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-05-02 |
| S65 | Uniform Investment Adviser Law Examination | 2000-05-01 |
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