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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 | 2023-06-23 |
Branch Locations
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 | Paramus | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Paramus | NJ | 11/2016 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Wyckoff | NJ | 06/2023 | Present |
HILLCREST CAPITAL ADVISORS INC, INV. RELATED, WYCKOFF, NJ, 50% OWNERSHIP, START 6/26/2023, 200 HOURS PER MONTH, 6.5 HOURS DURING TRADING, FINET PRACTICE.| 255 MADISON AVENUE WYCKOFF LLC; INV. RELATED; WYCKOFF, NJ; 50% OWNER; START 6/26/2023; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: COLLECT RENT, PAY TAXES AND MAINTAIN PROPERTY, COMMERCIAL RENTAL PROPERTY FOR FINET PRACTICE;| TACK REALTY LLC; INV RELATED; WYCKOFF, NJ; LLC USED FOR PROPERTY; 25% OWNERSHIP; START DATE 06/15/2025; 1 HOUR PER MONTH ; 0 HOURS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-22 |
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