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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2012-07-27 |
| TX | RA | APPROVED_RES | 2011-12-08 |
| MI | RA | APPROVED | 2011-11-29 |
Branch Locations
10850 E Traverse Hwy Ste 5575, Traverse City, MI 49684 • United States
Traverse City, MI • 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 Llc | Traverse City | MI | 11/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Traverse City | MI | 11/2016 | Present |
POWER OF ATTORNEY FOR MOTHER; INV. RELATED; TRAVERSE CITY, MI; START DATE: 2/2022; 1 HR PER MONTH; LESS THAN 1 HR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-09 |
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