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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-07-08 |
| TX | RA | APPROVED | 2024-07-08 |
Branch Locations
226 Crocker Park Blvd Ste 200, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Westlake | OH | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westlake | OH | 11/2016 | 05/2021 |
| Ally Invest Securities Llc | Charlotte | NC | 05/2021 | 03/2022 |
| Ally Invest Advisors | Charlotte | NC | 10/2021 | 03/2022 |
| Baird | Cleveland | OH | 03/2022 | 07/2024 |
| Wells Fargo Clearing Services, Llc | Westlake | OH | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-29 |
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