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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_RES | 2015-10-26 |
| MO | RA | APPROVED | 2015-09-28 |
Branch Locations
10369 Clayton Rd, Frontenac, MO 63131 • United States
St. Charles, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Chesterfield | MO | 09/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chesterfield | MO | 11/2016 | Present |
CO-TRUSTEE FOR FAMILY TRUST; INV RELATED; ST PETERS, MO; START 2/15/2017; 2 HRS/MO; 2 DURING TRADING. LOAN, INV RELATED, WORCESTER, MA, START 8/28/2020, 0 HRS/MONTH, 0 HRS DURING TRADING. LOAN, INV RELATED, WORCESTER, MA, START 4/30/2021, 0 HRS/MONTH, 0 HRS DURING TRADING. THE BLUFFS AT WINDCASTLE; INV RELATED; ST. CHARLES, MO; TREASURER; 11/2024, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING; HOME OWNER'S ASSOCIATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-15 |
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