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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-02-06
  • OH RA
    APPROVED
    Since 2024-02-06

Branch Locations

6145 Park Square Dr 4 [Satellite], Lorain, OH 44053 • United States

3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St.LOuis MO 06/2002 02/2024
Wells Fargo Advisors Financial Network, Llc Lorain OH 02/2024 Present
Previous Registrations
Other Businesses

VERDA WEALTH MANAGMENT LLC; INV RELATED; IORAIN, OH; 100% OWNERSHIP; START DATE 2/6/2024; 0 HOURS PER MONTH; 0 DURING TRADING; FINET PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS; INV. RELATED; SARASOTA, FL; FINANCIAL ADVISOR; START DATE 12/1/2024; 8 HRS PER MONTH; 8 HRS DURING TRADING; DUTIES: PROVIDE INSURANCE SOLUTIONS TO CLIENTS AND PROSPECTS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-08-08
  • S63 Uniform Securities Agent State Law Examination
    2002-08-08

View on SEC IAPD

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