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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_RES | 2026-03-04 |
| MD | RA | APPROVED | 2016-05-27 |
Branch Locations
8830 Stanford Blvd Ste 303, Columbia, MD 21045 • United States
Columbia, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New York | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | Present |
JAMES A MORTON & SONS FUNERAL HOME INC.; NOT INV RELATED; BALTIMORE, MD; 95% OWNERSHIP, START 2/8/2018; 20 HOURS PER MONTH, ZERO DURING TRADING, CORPORATE STRATEGY.; PERSONAL REPRESENTATIVE FOR FATHER'S ESTATE; INV. RELATED; BALTIMORE, MD; START 11/2016; 20 HRS PER MONTH; 0 HRS DURING TRADING.; CO-TRUSTEE FOR FRIEND, INV RELATED, ALEXANDRIA, VA, START: 01/15/2024, 10 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-06 |
| S65 | Uniform Investment Adviser Law Examination | 1994-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-05 |
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