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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-16 |
| TX | RA | APPROVED | 2025-08-01 |
| WI | RA | APPROVED | 2025-08-01 |
Branch Locations
1715 W Paradise Drive Ground Fl, West Bend, WI 53095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | West Bend | WI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | West Bend | WI | 11/2016 | 08/2025 |
| Wells Fargo Advisors Financial Network, Llc | West Bend | WI | 08/2025 | Present |
WEST BEND NOON KIWANIS FOUNDATION, INV RELATED, WEST BEND, WI, TREASURER, START 1/1/2008, 1 HOUR PER MONTH, ZERO DURING TRADING. GIDE CAPITAL, LLC; INVESTMENT RELATED; WEST BEND, WI; 100% OWNERSHIP; 01/27/2025; 160 HOURS PER MONTH; 160 HOURS DURING TRADING HOURS; FINET | HERITAGE PRIVATE WEALTH, LLC; INV RELATED; WEST BEND, WI; 10% OWNERSHIP; 11/29/2024; 5 HOURS PER MONTH; 0 DURING TRADING; PROVIDES COMPLIANCE, BENEFITS, EXPENSES, PAYROLL FOR A GROUP OF FINET PRACTICES | GIDE CAPITAL, LLC; INV RELATED; KEWASKUM, WI; 100% OWNERSHIP; 08/2025; 800 HOURS PER MONTH; 800 HOURS DURING TRADING; FINET PRACTICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-06 |
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