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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 | 2020-10-01 |
| TX | RA | APPROVED | 2020-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Columbus | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Columbus | OH | 11/2016 | 10/2020 |
| Wells Fargo Advisors Financial Network, Llc | Columbus | OH | 10/2020 | Present |
GRACE POLARIS CHURCH, INV. RELATED, WESTERVILLE, OH, GIFT ANNUITY COMMITTEE ADVISORY MEMBER, START 10/1/2020, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, INFORMAL MEMBER PROVIDING ASSISTANCE IN TRANSLATING INVESTMENT TERMS AND CONCEPTS.; GRAHAM WEALTH MANAGEMENT LLC, INV RELATED, COLUMBUS, OH, 100% OWNERSHIP, START 10/2/2020, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.; EXECUTOR FOR UNCLE, INV RELATED, CLEARWATER, FL, START: 7/10/2024, 20 HOURS PER MONTH, 1 HOUR DURING TRADING.; TRUSTEE FOR UNCLE, INV RELATED, DUBLIN, OH, START: 9/27/2024, 4 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-29 |
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