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Amy Trotter

Wells Fargo Advisors Financial Network, LLC

South Barrington, IL

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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-04-08
IL RA APPROVED 2022-04-07
TX RA APPROVED 2022-04-07
  • FL RA
    APPROVED
    Since 2022-04-08
  • IL RA
    APPROVED
    Since 2022-04-07
  • TX RA
    APPROVED
    Since 2022-04-07

Branch Locations

14 Executive Ct Ste 3, South Barrington, IL 60010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Barrington IL 05/2009 11/2016
Wells Fargo Clearing Services, Llc Barrington IL 11/2016 04/2022
Wells Fargo Advisors Financial Network, Llc South Barrington IL 04/2022 Present
Previous Registrations
Other Businesses

TROTTER WEALTH MANAGEMENT GROUP, LLC, INVT RELATED, SOUTH BARRINGTON, IL, 100% OWNERSHIP, START DATE 4/11/2022, 160 HRS PER MONTH, 135 HRS DURING TRADING, FINET PRACTICE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-04
S63 Uniform Securities Agent State Law Examination 1989-11-28
  • S65 Uniform Investment Adviser Law Examination
    2000-12-04
  • S63 Uniform Securities Agent State Law Examination
    1989-11-28
Other Names
  • Amy Jo Walton
  • Amy Jo Trotter

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
THE DALA GROUP, LLC
CLEARWATER CAPITAL PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
HIGHPOINT PLANNING PARTNERS
INTEGRITY INVESTMENT MANAGEMENT

Other Investors

DOMENICO ERNANDEZ
DANIEL MICHAEL SAVAS
LLOYD WILLIAM MONTGOMERY
JAMES JON DANIELSON
MICHELLE RENEE TWITCHELL
TINA MARIE BARRILE
MICHAEL DAVID HEATWOLE
Dana Rose Arvanites

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SOUTH BARRINGTON, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · South Barrington, IL
THE DALA GROUP, LLC · HOFFMAN ESTATES, IL
CLEARWATER CAPITAL PARTNERS · HOFFMAN ESTATES, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Hoffman Estates, IL
EDWARD JONES · HOFFMAN ESTATES, IL
HIGHPOINT PLANNING PARTNERS · Hoffman Estates, IL
INTEGRITY INVESTMENT MANAGEMENT · HOFFMAN ESTATES, IL

More in South Barrington, IL

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