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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-21 |
| TX | RA | APPROVED_RES | 2022-05-31 |
| AZ | RA | APPROVED | 2021-01-26 |
| MI | RA | APPROVED | 2021-01-14 |
Branch Locations
8501 North Scottsdale Rd Ste 150, Scottsdale, AZ 85253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Grosse Pointe Woods | MI | 01/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Grosse Pointe Woods | MI | 11/2016 | 01/2021 |
| Wells Fargo Advisors Financial Network, Llc | Scottsdale | AZ | 01/2021 | Present |
CDZ HOLDINGS LLC, INV RELATED, SCOTTSDALE, AZ, 100% OWNERSHIP, START 11/3/2020, 160 HOURS PER MONTH, 160 HOURS DUIRNG TRADING, FINET PRACTICE.;| LEGACY STRATEGIC PARTNERS LLC, INV RELATED, GROSSE POINT, MI, WEALTH MANAGEMENT; 12.89% OWNERSHIP, START 01/01/2021, 1 HOUR PER MONTH, 0 HOURS DUIRNG TRADING, FINET PRACTICE| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS 401K FBO SELF & ASSOCIATES; INV. RELATED; GROSSE POINTE, MI; START DATE 09/30/2021; 0 HRS PER MONTH; 0 HRS DURING TRADING. FINET PRACTICE 401K;| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS 401K FBO ASSOCIATE, INV RELATED, GROSSE POINTE, MI, START: 2/1/2023, LESS THAN 1 HOUR A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.;| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS FBO ASSOCIATE, INV RELATED, GROSSE POINTE, MI, START: 10/13/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, FINET PRATICE 401K.;| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS FBO ASSOCIATE, INV RELATED, GROSSE POINT, MI, START: 6/25/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS FBO ASSOCIATE (2); INV RELATED; GROSSE POINT, MI; START: 10/03/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING, FINET PRACTICE 401K.| CHRIS ZICH; INV RELATED; SCOTTSDALE, AZ; FINET PRACTICE; 100% OWNERSHIP; START DATE 01/01/2021; 3 HOURS PER MONTH; 3 HOURS DURING TRADING| RAJIV A CHUDGAR 2013 AND AMY L CHUDGAR 2013 TRUSTS; INV RELATED; SUCCESSOR TRUSTEE; START DATE 02/01/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS 401K FBO ASSOCIATE; INV. RELATED; GROSSE POINTE, MI; START DATE 04/09/2025; 1 HR PER MONTH; 0 HRS DURING TRADING| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS 401K FBO ASSOCIATE; INV. RELATED; GROSSE POINTE, MI; START DATE 04/09/2025; 1 HR PER MONTH; 0 HRS DURING TRADING CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS 401K FBO ASSOCIATE; INV. RELATED; GROSSE POINTE, MI; START DATE 10/03/2025; 1 HR PER MONTH; 0 HRS DURING TRADING LEGACY RE PARTNERS LLC; INV RELATED; GROSSE POINTE,MI;12.89% OWNERSHIP; START DATE: 01/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS 401K FBO ASSOCIATE; INV. RELATED; GROSSE POINTE, MI; START DATE 04/01/2026; 1 HR PER MONTH; 0 HRS DURING TRADING HUNCHBACK, LLC ; INV RELATED;GROSSE POINTE,MI; BUILDING EXPENSES AND RENTAL PAYMENTS;12.89% OWNERSHIP; START DATE: 05/07/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 718; INV RELATED;GROSSE POINTE,MI; LLC;12.89% OWNERSHIP; START DATE: 06/01/2026; 1 HRS PER MONTH; - HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-19 |
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