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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2022-01-22 |
Branch Locations
1700 E Putnam Ave Ste 200, Old Greenwich, CT 06870 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greenwich | CT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenwich | CT | 11/2016 | 01/2022 |
| Wells Fargo Advisors Financial Network, Llc | Old Greenwich | CT | 01/2022 | Present |
5 BAKES LLC DBA MERRITT POINT WEALTH ADVISORS, INV RELATED, STAMFORD, CT, 100% OWNERSHIP, START 7/22/2022, 140 HOURS PER MONTH, 7 HOURS DURING TRADING, FINET PRACTICE.| POWER OF ATTORNEY FOR SPOUSE; INV RELATED; OLD GREENWICH, CT; POA; START DATE 08/01/2025; 2 HOURS PER MONTH; 2 HOURS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-27 |
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