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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 | 2023-12-01 |
| TX | RA | APPROVED_RES | 2023-12-01 |
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 | Hinsdale | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Hinsdale | IL | 11/2016 | 12/2023 |
| Wells Fargo Advisors Financial Network, Llc | Hinsdale | IL | 12/2023 | Present |
TRUSTEE FOR PARENTS INSURANCE TRUST, INV RELATED, CLARENDON HILLS, IL, START: 2/2011, LESS THAN 1 HOUR PER MONTH/O DURING TRADING. JESSIE BARRETT LLC, INV RELATED, CLARENDON HILLS, IL, START DATE: 8/4/23, 0 HRS PER MONTH, 0 HRS DURING TRADING. BARRETT GROUP WEALTH MANAGEMENT LLC; INV. RELATED; HINSDALE, IL; 100% OWNERSHIP; FINET; START DATE 8/1/2023; 160 HRS PER MONTH; 160 HRS DURING TRADING. GOODFELLOWS GROUP PARTNERSHIP; NOT INV. RELATED; HINSDALE, IL; 12.5% OWNERSHIP/BOARD MEMBER; LOCAL PHILANTHROPY; START DATE 10/1/2001; 1 HOUR PER MONTH; 0 DURING BUSINESS HOURS; DUTIES ATTEND PARTNERSHIP MEETINGS, REVIEW AND APPROVE PARTNERSHIP GIVING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-04 |
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