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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 | 2014-08-12 |
| MI | RA | APPROVED | 2012-03-12 |
Branch Locations
2025 E Beltline Se Ste 501, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Grand Rapids | MI | 12/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Grand Rapids | MI | 11/2016 | Present |
KILLGOAR FOUNDATION, INV RELATED, GRAND RAPID, MI, TREASURER, START 2/24/2023, 2 HORUS PER MONTH, ZERO HOURS DURING TRADING, BOOKEEPING AND PREPARING CHECKS FOR ANOTHER PARTY TO SIGN. | POWER OF ATTORNEY FOR AUNT AND UNCLE; INV RELATED; KALAMAZOO, MI; POA; 05/2025; 1 HOUR PER MONTH; 0 DURING TRADING; POA FOR AUNT AND UNCLE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-12 |
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