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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2024-11-01 |
| TX | RA | APPROVED | 2017-01-09 |
Branch Locations
14767 North Outer 40 Rd Fl 2, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Chesterfield | MO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chesterfield | MO | 11/2016 | Present |
ACTA WEALTH MANAGEMENT GROUP; INV RELATED;CHESTERFIELD,MO; TRUSTED FINANCIAL PARTNER;17% OWNERSHIP; START DATE: 07/14/2026; 16 HRS PER MONTH; 16 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-24 |
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