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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2024-06-21 |
| OH | RA | APPROVED | 2018-06-15 |
| TX | RA | APPROVED | 2018-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 11/2016 | 06/2018 |
| Wells Fargo Advisors Financial Network, Llc | Cincinnati | OH | 06/2018 | Present |
| Wells Fargo Advisors Llc | Cincinnati | OH | 05/2009 | 11/2016 |
KRUEMPELMAN LLC, INV RELATED, FORT MITCHELL, KY, 100% OWNERSHIP, START 6/18/2018, 2 HOURS PER MONTH, 1 DURING TRADING, FINET PRACTICE. EGG WEALTH MANAGEMENT LLC, INV RELATED, CINCINNATI, OH, 33.33% OWNERSHIP, START 6/18/2018, 38 HOURS PER MONTH, 31 HOURS DURING TRADING, FINET PRACTICE. POWER OF ATTORNEY FOR MOTHER, INV RELATED, CRESTVIEW HILLS, KY, START: 2/1/2022, 5 HRS/MONTH, 5 HRS DURING TRADING. FORT MITCHELL COUNTRY CLUB; NOT INV RELATED; FORT MITCHELL, KY; BOARD OF DIRECTORS; START DATE 1/1/2025; 4 HOURS PER MONTH; 0 DURING TRADING; ATTENDING MONTHLY MEETINGS, DISCUSSING AND VOTING ON PERSONNEL ISSUES (HIRING, FIRING, ETC.), FINANCIAL DECISIONS (INCREASING DUES, ASSESSMENTS, ENHANCEMENTS TO THE CLUB, EQUIPMENT, ETC.), ADDING MEMBERS, AND MAINTENANCE OF THE GROUNDS (GOLF COURSE, TENNIS COURTS, POOL, ETC.).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-01 |
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