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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 | 2016-02-16 |
Branch Locations
30 S Wacker Dr 39Th & 40Th Fls, Chicago, IL 60606 • United States
Lake Forest, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Chicago | IL | 02/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chicago | IL | 11/2016 | Present |
TRUSTEE FOR PARENTS; INV. RELATED; VERO BEACH, FL; START DATE 8/19/15; 1 HR PER MONTH; 0 HRS DURING TRADING. TRUSTEE FOR PARENTS IRREVOCABLE TRUST; INV. RELATED; VERO BEACH, FL; START DATE 04/17/2017; 1 HR PER MONTH; 0 HRS DURING TRADING. TRUSTEE OF GIFT TRUST; INV. RELATED; LAKE FOREST, IL START DATE 12/2020; 0 HRS PER MONTH. CO-TRUSTE FOR FATHER'S TRUST; INV. RELATED; MANCHESTER CENTER, VT; START DATE 1/2023; 1 HR PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-22 |
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