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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2012-09-04 |
| TX | RA | APPROVED | 2012-08-31 |
Branch Locations
10850 E Traverse Hwy Ste 5575, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Traverse City | MI | 08/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Traverse City | MI | 11/2016 | Present |
RUSSELL OIL AND GAS, LLC, NOT INV RELATED, RAVERSE CITY, MI, 100% OWNERSHIP; START: 01/01/2011, 5 HOURS PER MONTH/0 DURING TRADING, DUTIES: REVIEW PROPOSALS.| LOST MOOSE, LLC, NOT INV RELATED. . FIFE LAKE, MI. 50% OWNERSHIP. START: 11/2023 & 1/1/2011, 0 HRS PER MONTH. DUTIES: PERSONAL USE MAINTAIN HUNTING CABIN AND PROPERTY.| RENTAL PROPERTY, INV RELATED, BOYNE FALLS, MI, 100% OWNERSHIP WITH SPOUSE, START 5/14/2017, ZERO HOURS PER MONTH, LANDLORD.| GENERAL POWER OF ATTORNEY FOR LEE WILLIAM RUSSELL; INV RELATED; TRAVERSE CITY, MI; POA; START DATE 01/31/2025; 2 HOURS PER MONTH; 0 HOURS DURING TRADING POWER OF ATTORNEY FOR MOTHER; INV RELATED; TRAVERSE CITY,MI; FINANCIAL AND INVESTMENT DECISIONS; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 01/16/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-03 |
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