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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 | 2010-04-15 |
| MI | RA | APPROVED | 2010-01-19 |
| IL | RA | APPROVED | 2007-07-23 |
| CA | RA | APPROVED | 2006-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salad Llc | Rochester | MI | 01/2005 | Present |
| Real Estate | Rochester | MI | 04/2004 | Present |
| Wells Fargo Advisors Financial Network Llc | Rochester | MI | 05/2009 | Present |
TRUSTEE FOR PARENTS TRUST, INV RELATED, FARMINGTON HILLS, MI, START 12/5/2019, 1 HR/MONTH, 0 HRS DURING TRADING.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, FARMINGTON HILLS, MI, START 12/5/2019, 1 HR/MONTH, 0 HRS DURING TRADING.; POWER OF ATTORNEY FOR FATHER, INV RELATED, FARMINGTON HILLS, MI, START 12/5/2019, 1 HR/MONTH, 0 HRS DURING TRADING. MORAN AND COMPANY INVESTMENT CONSULTING GROUP, INV RELATED, ROCHESTER, MI, 100% OWNERSHIP, START 4/17/1997, 160 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE. TBD, LLC; INV RELATED;TBD, LLC,MI; SELL MULCH TO LANDSCAPERS ;100% OWNERSHIP; START DATE: 03/19/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-31 |
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