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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 | 2023-06-16 |
| TX | RA | APPROVED | 2023-06-16 |
Branch Locations
Northbrook, IL • United States
10 South Wacker Drive Suite 2960, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Chicago | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chicago | IL | 11/2016 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Chicago | IL | 06/2023 | Present |
WEBSTER SQUARE; INVESTMENT RELATED; CHICAGO, IL; OWNERSHIP OF APARTMENTS & CONDOS; LESS THAN .005% OWNERSHIP; START 5/1/2013; NO TIME DEVOTED. JMF RESEARCH INC., NOT INV RELATED, NORTHBROOK, IL, 100% OWNERSHIP BY SPOUSE, START 1/3/2020, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HELP WIFE'S BUSINESS WITH BILLING. COYOTE CREEK HOLDINGS, LLC, INVT RELATED, REUNION, FL, 50% OWNERSHIP, START DATE 1/1/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. FMG WEALTH MANAGEMENT, LLC, INVT RELATED, CHICAGO, IL, 50% OWNERSHIP, START DATE 6/20/2023, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-02 |
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