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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 | 2021-09-13 |
Branch Locations
101 Federal Pl Ste 101 [Regional Supervision], Tarpon Springs, FL 34689 • United States
30 S Wacker Dr Ste 4000 [Gs-Rbo], Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Oak Brook | IL | 08/2016 | 01/2018 |
| Morgan Stanley Private Bank, N.A. | Oak Brook | IL | 08/2016 | 01/2018 |
| Unemployed | Chicago | IL | 01/2018 | 09/2018 |
| Wells Fargo Private Bank | Chicago | IL | 09/2018 | 07/2021 |
| Arete Wealth Management Llc | Chicago | IL | 12/2019 | 07/2020 |
| Arete Wealth Advisors Llc | Chicago | IL | 02/2020 | 07/2020 |
| Wells Fargo Clearing Services | Chicago | IL | 07/2021 | Present |
| Wells Fargo Bank | Chicago | IL | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-21 |
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