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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 | 2024-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Oak Brook | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oak Brook | IL | 11/2016 | 04/2024 |
| Wells Fargo Advisors Financial Network, Llc | Oak Brook | IL | 04/2024 | Present |
PLANK ROAD ADVISORS, LLC, INV RELATED, OAKBROOK, IL, 50% OWNERSHIP, START: 4/12/2024, 2 HOURS A MONTH, 1 HOUR DURING TRADING, FINET PRACTICE LLC.; DONAHUE FINANCIAL GROUP, LLC, INV RELATED, OAKBROOK, IL, 100% OWNERSHIP, START: 4/12/224, 160 HOURS A MONTH, 160 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-26 |
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