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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 |
|---|---|---|---|
| NV | RA | APPROVED | 2023-03-07 |
| IL | RA | APPROVED | 2019-03-01 |
| TX | RA | APPROVED | 2018-03-16 |
| WI | RA | APPROVED | 2018-03-16 |
Branch Locations
19060 Everett Blvd Ste 203 [Satellite], Mokena, IL 60448 • United States
120 N Main St Ste 250, West Bend, WI 53095 • United States
Las Vegas, NV • United States
N88 W16447 Main St 3Rd Fl Ste 400 [Satellite], Menomonee Falls, WI 53051 • United States
West Bend, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mequon | WI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mequon | WI | 11/2016 | 03/2018 |
| Wells Fargo Advisors Financial Network, Llc | West Bend | WI | 03/2018 | 02/2019 |
| Wells Fargo Advisors Financial Network, Llc | West Bend | WI | 02/2019 | Present |
INNOVATIVE RETIREMENT ASSOCIATES LLC, INV RELATED, MOKENA, IL, 33.33% OWNERSHIP, START 3/17/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. BULL & BEAR ASSOCIATES, LLC, INVT RELATED, CAMPBELLSPORT, WI, 100% OWNERSHIP, START 1/27/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, FOR FINET PRACTICE. THE IRA GROUP LLC; INV RELATED; WEST BEND, WI; 100% OWNERSHIP; START 11/04/2023; 4 HOURS PER MONTH; 0 HOURS DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-12 |
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