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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2009-05-08 |
Branch Locations
6525 W Campus Oval Ste 260 [Satellite], New Albany, OH 43054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | New Albany | OH | 05/2023 | Present |
| Fpl Financial Strategies | New Albany | OH | 05/2009 | 05/2023 |
ALSPACH FAMILY LIMITED PARTNERSHIP; NOT INVESTMENT RELATED; ESTATE PLANNING PURPOSES; LIMITED PARTNERSHIP; DUBLIN, OH; START DATE 4/23/1999.| TRUSTEE OF TRUST FOR THE BENEFIT OF DAUGHTERS; INV. RELATED; DUBLIN, OH; START DATE 12/20/2011; 1 HR PER MONTH; 0 HRS DURING TRADING.| CHESTNUT HILL INN COMPANY; NOT INVESTMENT RELATED; DUBLIN,OH; 98% OWNERSHIP; START DATE 10/16/2009; 1 HRS MONTH; 0 HOURS DURING TRADING; MANAGES REAL ESTATE AND INVESTMENTS FOR FAMILY MEMBERS. | TRUSTEE FOR FATHER'S TRUST, INV RELATED, DUBLIN, OH, START: 10/7/2019, 4 HRS/MONTH, 1 HR DURING TRADING.;| TRUSTEE FOR MOTHER'S TRUST, INV RELATED, DUBLIN, OH, START: 8/4/20109, 5 HRS/MONTH, 1 HR DURING TRADING.| TRUSTEE FOR FATHER'S AMENDED TRUST; INV RELATED; DUBLIN, OH; START: 11/04/2024; 12 HOURS A MONTH; 4 HOURS DURING TRADING.| WINSHIP GROWTH HOLDINGS, LLC, INVT RELATED, DUBLIN, OH, 90% OWNERSHIP, START DATE 01/10/2025, 1 HR PER MONTH, 1 HR DURING TRADING, FOR FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-25 |
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