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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 | 2022-03-03 |
| TX | RA | APPROVED | 2022-03-03 |
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 | Columbus | OH | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Columbus | OH | 11/2016 | 03/2022 |
| Wells Fargo Advisors Financial Network, Llc | Dublin | OH | 03/2022 | Present |
SLATES WEALTH MANAGEMENT GROUP LLC, INV RELATED, DUBLIN, OH, 7.1% OWNERSHIP, START 3/4/2022, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, LLC FOR FINET PRACTICE.; TRUSTEE FOR SLATES WEALTH MANAGEMENT LLC 401K, INV RELATED, DUBLIN, OH, TRUSTEE, START 3/2022, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE 401K.; TRUSTEE FOR SLATES WEALTH MANAGEMENT LLC 401K FBO 3 ASSOCIATES, INV RELATED, DUBLIN, OH, STARAT: 2/23/2023, 2 HOURS A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-26 |
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