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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 |
|---|---|---|---|
| KS | RA | APPROVED | 2018-07-03 |
| TX | RA | APPROVED_RES | 2016-07-16 |
| MO | RA | APPROVED | 2016-07-15 |
Branch Locations
3715 Beck Rd Building A Suite 102 [Satellite], St Joseph, MO 64506 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | St. Joseph | MO | 07/2016 | Present |
MEDICAL LEASE, LLC. NOT INV RELATED, PAOLA, KS, 100% OWNERSHIP; COMMERCIAL REAL ESTATE, START: 5-1-1998, 3 HOURS PER MONTH/0 DURING TRADING, DUTIES: OWN AND LEASE MEDICAL BUILDINGS. TRUSTEE FOR ALLEGRI I & WM LLC I401K; INV RELATED; ST JOSEPH, MO; TRUSTEE; START: 12/27/16; 1 HR/MO; 1 DURING TRADING. ALLEGRI INSTITUTIONAL & PRIVATE WEALTH MANAGEMENT LLC, INV RELATED, LEAWOOD, KS, 100% OWNERSHIP, START 7/16/2016, 200 HOURS PER MONTH, 200 DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-11 |
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