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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 | 2021-04-14 |
| CA | RA | APPROVED | 2011-01-03 |
| MI | RA | APPROVED | 2011-01-03 |
Branch Locations
146 Monroe Center St Nw Ste 1000, Grand Rapids, MI 49503 • United States
2025 E Beltline Se, Ste 501 [Kq-Rbo], Grand Rapids, MI 49546 • United States
2 disclosure categories 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 | Grand Rapids | MI | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Grand Rapids | MI | 11/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-27 |
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