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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 |
Branch Locations
161 Levittown Pkwy Ste 14, Hicksville, NY 11801 • 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 Financial Network, Llc | Hicksville | NY | 07/2015 | Present |
SECOND LEVEL WEALTH LLC, INV RELATED, CARLE PLACE, NY, 100% OWNERSHIP, START 7/1/2015, ZERO HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-19 |
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