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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 | 2020-02-04 |
| SC | RA | APPROVED | 2019-02-26 |
| IL | RA | APPROVED | 2015-02-26 |
Branch Locations
2426 W Cornerstone Ct Ste 2A, Peoria, IL 61614 • United States
1541 Fording Island Road Unit 4 [Satellite], Hilton Head Island, SC 29926 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Peoria | IL | 09/2014 | Present |
OHANA HONU LLC, INV RELATED, HILTON HEAD ISLAND, SC, 100% OWNERSHIP, START 2/1/2019, 1 HOUR PER MONTH, ZERO DURING TRADING, FINET PRACTICE. CORNERSTONE STRATEGIC WEALTH MANAGEMENT LLC, INV RELATED, PEORIA, IL, 32% OWNERSHIP, START 8/16/2021, 2 HOUR PER MONTH, ZERO DURING TRADING, FINET PRACTICE. COASTAL COLLECTIVE RENTALS LLC ; INV RELATED; OKATIE, SC; EVENTS COMPANY;50% OWNERSHIP; START DATE: 11/01/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-26 |
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