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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 | 2024-10-23 |
| FL | RA | APPROVED | 2024-10-22 |
| TX | RA | APPROVED_RES | 2024-10-14 |
Branch Locations
106 S. Leroy Street, Fenton, MI 48430 • United States
Naples, FL • United States
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 | Flint | MI | 02/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Flint | MI | 11/2016 | 10/2024 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 10/2024 | Present |
WC BIRD PRIVATE WEALTH MANAGEMENT, LLC; INV RELATED; FENTON, MI; FINANCIAL SERVICES;100% OWNERSHIP; START DATE: 10/10/2024; 2 HRS PER MONTH; 2 HRS DURING TRADING; | COMMERCIAL RENTAL PROPERTY; INV RELATED; NAPLES,FL; RENTAL;100% OWNERSHIP; START DATE: 01/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; 2245 VENETIAN CT LLC; INV RELATED; NAPLES,FL; COMMERCIAL INVESTMENT PROPERTY;100% OWNERSHIP; START DATE: 01/06/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-26 |
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