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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 | 2022-03-04 |
| TX | RA | APPROVED | 2022-03-04 |
Branch Locations
655 Metro Place South Suite 720 [Satellite], Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Dublin | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Dublin | OH | 11/2016 | 03/2022 |
| Wells Fargo Advisors Financial Network, Llc | Dublin | OH | 03/2022 | Present |
SLATES WEALTH MANAGEMENT, LLC, INVT RELATED, DUBLIN, OH, 28.2% OWNERSHIP, START DATE 12/3/2021, 10 HRS PER MONTH, 0 HRS DURING TRADING, TRANSITIONING TO FINET PRACTICE.; ERN-4 PROPERTY OWNERS ASSOCIATION, INV RELATED, PLAIN CITY, OH, TREASURER, START: 5/27/2024, 2 HOURS A MONTH, 0 HOURS DURING TRADING, PAYING THE BILLS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-12 |
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