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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 | 2024-05-21 |
| OH | RA | APPROVED | 2024-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 01/2024 | Present |
| Xavier University | Cincinnati | OH | 08/2008 | Present |
XAVIER UNIVERSITY, NOT INVESTMENT RELATED, CINCINNATI, OH, ADJUNCT PROFESSOR, START DATE 8/20/2024, 10 HRS PER MONTH, 1 HR DURING TRADING, TEACHING MICROECONOMIC PRINCIPLES (ECON 200).| XAVIER UNIVERSITY CENTER FOR WOMEN IN BUSINESS AND LEADERSHIP, NOT INVT RELATED, CINCINNATI, OH, CENTER DIRECTOR, START DATE 1/18/2024, 4 HRS PER MONTH, 0 HRS DURING TRADING, DEVELOPING WOMEN'T PROGRAMMING, FACILITATE ADVISORY BOARD MEETINGS, COMMUNICATION AND PROMOTION OF STUDENT-CENTERED EVENTS RELATED TO WOMEN IN BUSINESS AND LEADERSHIP.| XAVIER UNIVERSITY, NOT INVESTMENT RELATED, CINCINNATI, OH, PROFESSOR, START DATE 1/8/2024, 60 HRS PER MONTH, 6 HRS DURING TRADING, TEACHING (ECON 300) INTERNATIONAL TRADE AND BUSINESS ENVIRONMENT;| XAVIER UNIVERSITY, NOT INVT RELATED, CINCINNATI, OH, ADJUNCT PROFESSOR, START DATE 1/6/2025, 12 HRS PER MONTH, 0 HRS DURING TRADING, TEACHING ECON 201 PRINCIPLES OF MACROECONOMICS.| XAVIER UNIVERSITY-XAVIER NEXT WEALTH ADVISORY TRACK, NOT INVT RELATED, CINCINNATI, OH, ADJUNCT PROFESSOR, START DATE 8/1/2025, 3 HRS PER MONTH, 0 HRS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-06 |
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