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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 | 2018-06-15 |
| TX | RA | APPROVED | 2018-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cincinnati | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 11/2016 | 06/2018 |
| Wells Fargo Advisors Financial Network, Llc | Cincinnati | OH | 06/2018 | Present |
EGG WEALTH MANAGEMENT LLC, INV RELATED, CINCINNATI, OH, 33.34% OWNERSHIP, START 6/18/2018, 38 HOURS PER MONTH, 31 HOURS DURING TRADING, FINET PRACTICE. KAALMAKA LLC, INV RELATED, CINCINNATI, OH, 100% OWNERSHIP, START 6/18/2018, 2 HOURS PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE.; TRUSTEE FOR KAALMAKA 401K, INV RELATED, CINCINNATI, OH, START 6/1/2018, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K. WAYPOINT ACQUISITIONS LLC, INV RELATED, CINCINNATI, OH, 100% OWNERSHIP, START 10/18/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, LLC FOR PERSONAL RESIDENCE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-18 |
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