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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 |
|---|---|---|---|
| IA | RA | APPROVED | 2011-01-03 |
Branch Locations
424 Main St, Ames, IA 50010 • United States
Madrid, IA • United States
600 Chestnut St, Atlantic, IA 50022 • United States
1109 Broadway, Denison, IA 51442 • United States
6400 Westown Parkway Suite 115 [Ga/Gw-Rbo], West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Childrens Imagination Station | Denison | IA | 08/2005 | Present |
| Wells Fargo Advisors Llc | Denison | IA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Denison | IA | 11/2016 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; WOODBINE, IA; 100% OWNER WITH SPOUSE; START DATE 12/16/2020; 1 HRS PER MONTH; 0 HOURS DURING TRADING; OWNER. MELALEUCA; NOT INVESTMENT RELATED; MANNING, IA; SALES REPRESENTATIVE; SUPPLIES FOR HOME/HEALTH; START DATE 8/26/2014; 10 HRS PER MONTH; 0 HRS DURING TRADING. TRUSTEE FAMILY FARM TRUST; INV. RELATED; MANNING, IA; START DATE 12/31/2016; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: DEPOSIT CHECKS AND PAY BILLS. ST. ROSE OF LIME/SACRED HEART CHURCH, INVT RELATED, DENISON, IOWA, FINANCE COUNCIL MEMBER, START DATE 8/25/2022, 1 HR PER MONTH, 1 HR DURING TRADING, ATTENDING MONTHLY MEETINGS TO REVIEW FINANCIAL AND BANK STATEMENTS FOR DISCREPANCIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-27 |
| S66 | Uniform Combined State Law Examination | 2002-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-21 |
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