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Gregory Allen Wells

Wells Fargo Advisors Financial Network, LLC

Lake Forest, 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
TX RA APPROVED 2024-08-21
IL RA APPROVED 2024-07-29
  • TX RA
    APPROVED
    Since 2024-08-21
  • IL RA
    APPROVED
    Since 2024-07-29

Branch Locations

100 N. Field Drive Suite 120, Lake Forest, IL 60045 • 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 Orland Park IL 05/2009 11/2016
Wells Fargo Clearing Services, Llc Orland Park IL 11/2016 07/2024
Wells Fargo Advisors Financial Network, Llc Lake Forest IL 07/2024 Present
Previous Registrations
  • 2004-01-12 → 2023-10-25
    Wells Fargo Clearing Services, Llc
    Deerfield, IL
    Munster, IN
    Willowbrook, IL
    Orland Park, IL
    Joliet, IL
    Chicago, IL
    Naperville, IL
    Naperville, IL
    Naperville, IL
    St. Louis, MO
    Charleston, IL
    Indianapolis, IN
    Orland Park, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-03-01
S63 Uniform Securities Agent State Law Examination 1989-09-18
  • S65 Uniform Investment Adviser Law Examination
    1996-03-01
  • S63 Uniform Securities Agent State Law Examination
    1989-09-18
Other Names
  • Greg Wells
  • Gregory Allen Wells
  • Gregory Wells

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
BUSS CAPITAL MANAGEMENT, LLC
ISTO ADVISORS, LLC
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
ROUNDTABLE HEALTHCARE MANAGEMENT, INC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OBAR WEALTH MANAGEMENT LLC
EDWARD JONES

Other Investors

Allison Marie Ockwood
Kevin G. Rieger
Tommy Pirvu
Nicole Teresa Simmons
DUSTIN L WHITE
Michael John Brady
Samantha Pelligrino McGuire
CAROL H. BUSS

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE FOREST, IL
BUSS CAPITAL MANAGEMENT, LLC · LAKE FOREST, IL
ISTO ADVISORS, LLC · Lake Forest, IL
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC · Lake Forest, IL
ROUNDTABLE HEALTHCARE MANAGEMENT, INC · LAKE FOREST, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Lake Forest, IL
OBAR WEALTH MANAGEMENT LLC · LAKE FOREST, IL
EDWARD JONES · LAKE FOREST, IL

More in Lake Forest, IL

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