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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2022-05-10 |
| TX | RA | APPROVED | 2022-05-05 |
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 | Owosso | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Owosso | MI | 11/2016 | 05/2022 |
| Wells Fargo Advisors Financial Network, Llc | Owosso | MI | 05/2022 | Present |
MARTHEO LEVEL III, LLC, INVT RELATED, OWOSSO, MI, 100% OWNERSHIP, START DATE 3/1/2022, 2 HRS PER MONTH, 0 HRS DURING TRADING, LLC TO HOUSE FINET PRACTICE.| ROBERT DEAN PARSON SR & MARY SUZANNE PARSON REVOCABLE TRUST; INVESTMNET RELATED; ST CHARLES, MI, TRUSTEE, 01/16/2024; 4 HOURS PER MONTH; SETTLE TRUST ASSETS| KENNEDY TRUST NO 1 TRUST; INV RELATED; SAGINAW, MI; TRUST OF STEP FATHER; TRUSTEE; START DATE 05/22/2024; 1 HOUR PER MONTH; 1 HOUR DURING TRADING PARSON MANAGEMENT, LLC, INVT RELATED, OWOSSO, MI, 56% OWNERSHIP, START DATE 5/9/2022, 160 HRS PER MONTH AND DURING TRADING, FINET PRACTICE.|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-19 |
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