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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2022-03-11 |
| TX | RA | APPROVED | 2022-03-11 |
Branch Locations
232 Main Street Nw [Satellite], Bourbonnais, IL 60914 • United States
10 South Wacker Drive Suite 2960, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bourbonnais | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bourbonnais | IL | 11/2016 | 03/2022 |
| Wells Fargo Advisors Financial Network, Llc | Bourbonnais | IL | 03/2022 | Present |
RIVERSIDE HEALTHCARE FOUNDATION, INV. RELATED, KANKAKEE, IL. INVESTMENT COMMITTEE MEMBER, START: 6/1/18, 2 HOURS/MONTH, 0 DURING TRADING, TO GET FOUNDATION INVESTMENT RESULTS FROM THE INVESTMENT CONSULTANT. VISTA WEALTH ADVISORS, LLC, INVT RELATED, BOURBONNAIS, IL, 20% OWNERSHIP, START DATE 12/1/2021, 175 HRS PER MONTH, 130 HRS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-21 |
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