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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2014-07-03 |
| TX | RA | APPROVED_RES | 2010-10-08 |
| MI | RA | APPROVED | 2010-01-20 |
Branch Locations
7900 Moorsbridge Rd, Portage, MI 49024 • United States
3566 Capital Ave Sw Stes 200 & 201, Battle Creek, MI 49015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Portage | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portage | MI | 11/2016 | Present |
YWCA KALAMAZOO, INV RELEATED, KALAMAZOO, MI, ENDOWMENT AND INVESTMENT COMMITTEE MEMBER, START 3/1/2024, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, REVIEWING INVESTMENT ADVISOR RECOMMENDATIONS AND PERFORMANCE BASED ON INVESTMENT POLICY STATEMENT. RENTAL PROPERTY, INV RELATED, NAPLES, FL, 100% OWNERSHIP, START 11/1/2022, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING. JERRY AND MARY FREEMIRE TRUST; INV RELATED;PORTAGE,MI; TRUST; SUCCESSOR TRUSTEE AND POA; START DATE: 09/17/2026; 1 HRS PER MONTH; - HRS DURING TRADING; MARY FREEMIRE; INV RELATED;PORTAGE,MI; POA; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 09/17/2026; 1 HRS PER MONTH; - HRS DURING TRADING; JERRY FREEMIRE; INV RELATED;PORTAGE,MI; POA; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 09/17/2026; 1 HRS PER MONTH; - HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-29 |
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