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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 |
|---|---|---|---|
| NE | RA | APPROVED | 2020-10-07 |
Branch Locations
6003 Old Cheney Rd Ste 200, Lincoln, NE 68516 • United States
101 Federal Pl Ste 101 [Regional Supervision], Tarpon Springs, FL 34689 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Lincoln | NE | 11/1999 | Present |
| Wells Fargo Clearing Services | Omaha | NE | 03/2020 | Present |
FOUNDATION FOR EDUCATIONAL SERVICES INC, NOT INV RELATED, LINCOLN, NB, AUDIT COMMITTEE CHAIRPERSON, START 9/1/2022, .15 HOURS PER MONTH, ZERO HOURS DURING TRADING, PROVIDING OVERSIGHT OF FINANCIAL REPORTING. PIUS X FOUNDATION, INV RELATED, LINCOLN, NE, FINANCE COMMITTEE MEMBER, START 11/14/2023, .33 HOURS PER MONTH, ZERO HOURS DUIRNG TRADING, REVIEWING IPS, FINANCIALS, AND BUDGETS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-13 |
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