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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-02 |
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Westlake | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westlake | OH | 11/2016 | 04/2025 |
| Wells Fargo Advisors Financial Network, Llc | Westlake | OH | 04/2025 | Present |
BILO LLC, INV RELATED, WESTLAKE, OH, 25% OWNERSHIP, START 12/01/24, 1 PER MONTH, 1 HRS DURING TRADING, 0 HOURS DURING TRAING; HOLD REAL ESTATE TO HOUSE FINET PRACTICE; | STO WEALTH MANAGER, LLC; INV RELATED; BAY VILLAGE, OH; 100% OWNERSHIP; 02/01/2025; 200 HOURS PER MONTH; 200 HOURS DURING TRADING; FINET PRACTICE Your Bridge Wealth Management LLC; Investment related; Westlake, Oh; 20% ownership; 4/01/2025; 200 hours per month; 200 hours during trading; Financial Advisory Firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-03 |
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