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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-12 |
| MO | RA | APPROVED | 2018-08-28 |
Branch Locations
200 N Westlake Blvd Ste 202, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | St. Louis | MO | 09/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | St. Louis | MO | 11/2016 | 08/2018 |
| Wells Fargo Advisors Financial Network, Llc | St. Louis | MO | 08/2018 | Present |
RAC INVESTMENT CO, LLC, INVT RELATED, KIRKWOOD, MO, 100% OWNERSHIP, START DATE 12/15/2022, 1 HR PERMONTH, 0 HRS DURING TRADING, FINET PRACTICE.| WESTLAKE PRIVATE WEALTH MANAGEMENT; INV RELATED; WESTLAKE VILLAGE, CA; 12% OWNERSHIP; START DATE 01/15/2025; 160 HOURS PER MONTH; 160 HOURS DURING TRADING; FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-25 |
| S65 | Uniform Investment Adviser Law Examination | 2010-08-13 |
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