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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2024-10-28 |
| KS | RA | APPROVED | 2024-03-01 |
Branch Locations
3400 College Blvd Suite 100, Leawood, KS 66211 • United States
American Century Tower 2 4520 Main Street 620 [Satellite], Kansas City, MO 64111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Mission Woods | KS | 07/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mission Woods | KS | 11/2016 | 03/2024 |
| Wells Fargo Advisors Financial Network, Llc | Kansas City | MO | 03/2024 | Present |
AES1 LLC; INV RELATED; KANSAS CITY, MO; 100% OWNERSHIP; START 11/28/2023; 160 HOURS PER MONTH; 0 HOURS DURING TRADING; FINET PRACTICE. AES1 LLC DBA SHEPARD WEALTH MANAGEMENT; INV RELATED; KANSAS CITY, MO; 100% OWNERSHIP; START 03/01/2024; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-18 |
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