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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-01 |
| WI | RA | APPROVED | 2025-08-01 |
Branch Locations
1715 W Paradise Drive Ground Fl, West Bend, WI 53095 • United States
20800 Swenson Dr Suite 210 [Satellite], Waukesha , WI 53186 • United States
6080 Cth W [Office Of Convenience], Manitowish, WI 54545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Menomonee Falls | WI | 10/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Menomonee Falls | WI | 11/2016 | 08/2025 |
| Wells Fargo Advisors Financial Network, Llc | Waukesha | WI | 08/2025 | Present |
XTREME XPERIENCE LLC, NOT INV RELATED, CHICAGO, IL, HIGH PERFORMANCE DRIVING INSTRUCTOR, START 4/14/2018, 8 HOURS PER MONTH, ZERO DURING TRADING, PROFESSIONAL DRIVING INSTRUCTOR. WINCHESTER FIRE DEPARTMENT; NOT INVESTMENT RELATED; WINCHESTER,WI; VOLUNTEER FIRE DEPARTMENT; START DATE 09/29/2020; NUMBER OF HOURS PER MONTH 6; NUMBER OF HOURS DURING TRADING 0; RESPONDING TO EMERGENCY CALLS. NORTH LAKELAND ICE, INC; INV. RELATED; MANITOWISH WATERS,WI; TREASURER; START DATE 09/28/2022; NUMBER OF HOURS PER MONTH 6; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS ICE TIME, FUNDING OF EQUIPMENT, GAME SCHEDULING, AND TAX FORMS. CAMP4 CAPITAL, LLC; INVESTMENT RELATED; WAUKESHA, WI; 100% OWNER; 02/10/2025; 160 HOURS PER MONTH; 160 HOURS DURING TRADING HOURS; FINET PRACTICE HERITAGE PRIVATE WEALTH, LLC ; INV RELATED; WEST BEND, WI; INDEPENDENT FINANCIAL ADVISOR (FINET);10% OWNERSHIP; ; START DATE: 08/04/2025; 160 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-14 |
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