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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2022-04-14 |
Branch Locations
2901 Ohio Blvd Ste 154, Terre Haute, IN 47803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 08/2005 | 04/2022 |
| Cliftonlarsonallen Wealth Advisors, Llc | Terre Haute | IN | 02/2012 | 04/2022 |
| Wells Fargo Advisors Financial Network, Llc | Terre Haute | IN | 04/2022 | Present |
PRIME MERIDIAN REALTY, NOT INV RELATED, LOUISVILLE, KY, BOOKKEEPER, START 10/10/2023, 6 HOURS PER MONTH, ZERO HOURS DURING TRADING, MAING ENTRIES ON DEPOSITS AND CHECKS FOR BOOKKEEPING OF SIBLINGS RENTAL PROPERTY BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-06 |
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