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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 |
|---|---|---|---|
| NE | RA | APPROVED | 2022-10-20 |
| TX | RA | APPROVED | 2022-10-20 |
Branch Locations
11808 Miracle Hills Dr Suite 105, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Omaha | NE | 11/2016 | 10/2022 |
| Wells Fargo Advisors Financial Network, Llc | Omaha | NE | 10/2022 | Present |
| Wells Fargo Advisors Llc | Omaha | NE | 05/2009 | 11/2016 |
NOTARY PUBLIC, NOT INVT RELATED, OMAHA, NE, NOTARY, START DATE 5/8/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, OUTSIDE NOTARY.| WESTSIDE SWIM/DIVE; NOT INV RELATED; OMAHA, NE; HIGH SCHOOL SWIM TEAM; CO-TREASURER; START DATE 08/01/2025; 10 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-23 |
| S66 | Uniform Combined State Law Examination | 2006-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-17 |
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