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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-25 |
| NJ | RA | APPROVED | 2004-01-08 |
Branch Locations
191 E Hanover Ave, Morristown, NJ 07960 • United States
21 South St, Morristown, NJ 07960 • United States
51 John F Kennedy Pkwy 5Th Fl [J1/J2/J5-Rbo], Short Hills, NJ 07078 • 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 |
|---|---|---|---|---|
| Csc Thouoghbreds | Chesterfield | NJ | 05/2002 | Present |
| Wells Fargo Advisors Llc | Morristown | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Morristown | NJ | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; LAKE COMO, NJ; 100% OWNERSHIP WITH SPOUSE; START: 06/01/2015; HOURS: 5 PER MONTH - 0 DURING TRADING; DUTIES: LANDLORD RENTAL PROPERTY; INV. RELATED; LAKE COMO, NJ; 50% OWNERSHIP; BEACH RENTAL PROPERTY; START DATE 8/2016; 5 HRS PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-09 |
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