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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-16 |
Branch Locations
500 Lake Cook Rd Suite 260 2Nd Fl, Deerfield , IL 60015 • United States
500 Lake Cook Road Suite 135 [Satellite], Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Deerfield | IL | 09/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Deerfield | IL | 11/2016 | 06/2026 |
| Wells Fargo Advisors Financial Network, Llc | Deerfield | IL | 06/2026 | Present |
RENTAL PROPERTY; INV RELATED; BUFFALO GROVE, IL; 100% OWNERSHIP; START 10/10/2014; 1 HOUR PER MONTH, 0 DURING TRADING; LANDLORD. RENTAL PROPERTY; INV RELATED; FONTANA, WI; 100% OWNERSHIP; START 5/21/2007; 1 HOUR PER MONTH, 0 DURING TRADING; LANDLORD. RENTAL PROPERTY (2 UNITS); INV RELATED; BUFFALO GROVE, IL; 100% OWNERSHIP; START 1/1/1990; 1 HOUR PER MONTH, 0 DURING TRADING; LANDLORD. ABBEY RESORT & SPA, NOT INV RELATED, FONTANA, WI, START: 10% OWNER, START: 3/2007, 1 HOUR PER MONTH/0 DURING TRADING, DUTIES: RESORT AND SPA TERRY CAPITAL HOLDINGS LLC; INV RELATED;DEERFIELD,IL; COUNCIL PRIVATE WEALTH MANAGEMENT;100% OWNERSHIP; START DATE: 06/15/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-29 |
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