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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 |
|---|---|---|---|
| WV | RA | APPROVED | 2023-01-27 |
| TX | RA | APPROVED | 2023-01-19 |
Branch Locations
2001 Main Street Suite 701, Wheeling, WV 26003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wheeling | WV | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wheeling | WV | 11/2016 | 01/2023 |
| Wells Fargo Advisors Financial Network, Llc | Wheeling | WV | 01/2023 | Present |
MCKENZIE RIEDEL WEALTH MANAGEMENT LLC, INV RELATED, WHEELING, WV, 50% OWNERSHIP, START 3/29/2022, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.;| BNR, LLC, INV RELATED, WHEELING, WV, 100% OWNERSHIP, START 8/16/2022, 4 HOURS PER MONTH, ZERO HOUR DURING TRADING, FINET PRACTICE.;| TRUSTEE FOR MCKENZIE RIEDEL WEALTH MANAGEMENT 401K, INV RELATED, WHEELING, WV, START: 2/1/2023, 1 HOUR A MONTH, 1 HOUR DURING TRADING, FINET PRACTICE 401K.| POWER OF ATTORNEY FOR SPOUSE; INV RELATED; WHEELING, WV; START DATE 05/15/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING M&R REALTY, LLC ; INV RELATED;WHEELING,WV; PROPERTY ACQUISITION FOR PRACTICE;50% OWNERSHIP; START DATE: 5/6/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING; M&R REALTY, LLC ; INV RELATED;WHEELING,WV; PROPERTY ACQUISITION FOR PRACTICE;50% OWNERSHIP; START DATE: 5/6/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-26 |
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