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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 | 2013-02-06 |
| WV | RA | APPROVED | 2003-07-01 |
Branch Locations
2001 Main St Ste 700, Wheeling, WV 26003 • United States
Wheeling, WV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wheeling | WV | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wheeling | WV | 11/2016 | Present |
ELM GROVE REALTY LLC, INV RELATED, WHEELING, WV, 100% OWNERSHIP, START 12/7/2022, 10 HOURS PE RMONTH, ZERO HOURS DURING TRADING, TO HOLD COMMERCIAL RENTAL PROPERTY. COMMERCIAL RENTAL PROPERTY, WHEELING, WV, 100% OWNERSHIP, START 1/1/2023, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING. EXECUTOR FOR THE BROTHER ; INV RELATED; WHEELING, WV; BROTHER ESTATE ; EXECUTOR ; START DATE: 09/22/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;| EXECUTOR FOR THE MOTHER ; INV RELATED; WHEELING, WV; BROTHER ESTATE ; EXECUTOR ; START DATE: 09/22/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-10 |
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