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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 | 2024-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Oak Brook | IL | 11/2016 | 04/2024 |
| Wells Fargo Advisors Financial Network, Llc | Oak Brook | IL | 04/2024 | Present |
| Wells Fargo Advisors Llc | Palos Heights | IL | 05/2009 | 11/2016 |
JUNKINS WEALTH MANAGEMENT GROUP LLC; INV RELATED; CHICAGO, IL; 100% OWNERSHIP; START DATE 10/26/2023; 0 HOURS PER MONTH; 0 DURING TRADING; FINET PRACTICE.; PLANK ROAD ADVISORS LLC; INV RELATED; CHICAGO, IL; 50% OWNERSHIP; START DATE 10/25/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; FINET PRACTICE.; TRUSTEE FOR THE PLANK ROAD ADVISORS 401K, INV RELATED, OAK BROOK, IL, START: 4/15/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-12 |
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