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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-07-09 |
| TX | RA | APPROVED | 2024-07-09 |
Branch Locations
3439 Granite Circle Suite 300, Toledo, OH 43617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Perrysburg | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Perrysburg | OH | 11/2016 | 07/2024 |
| Baird | Toledo | OH | 07/2024 | Present |
WILLIAMSBURG ON THE RIVER HOA; NON INV RELATED; BOWLING GREEN, OH; TRUSTEE; START: 1/1/16; 2 HRS/MO; 0 DURING TRADING; DUTIES: DECISIONING SPRING/FALL CLEAN-UP, GARAGE SALES, HALLOWEEN/XMAS PARTIES, MAINTENANCE OF GROUNDS/LAKE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-30 |
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