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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 | 2023-03-10 |
| TX | RA | APPROVED | 2023-03-10 |
Branch Locations
231 South Bemiston Suite 550, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | St Louis | MO | 04/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | St Louis | MO | 11/2016 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Clayton | MO | 03/2023 | Present |
SIMPHER PROPERTIES LLC, INV RELATED, ST. LOUIS, MO, 100% OWNERSHIP, START 7/29/2013, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, CURRENTLY HOLDS NO ASSETS.| PORTICO WEALTH MANAGEMENT LLC, INV RELATED, CLAYTON, MO, 25% OWNERSHIP, START 1/10/2023, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.| EVER DAY FINANCIAL LLC, INV RELATED, ST. LOUIS, MO, 100% OWNERSHIP, START 1/30/2023, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.| PWM PROPS & OPS; INV RELATED; ST. LOUIS, MO; REAL ESTATE SAVING AND INVESTMENT; 75% OWNER; START DATE 02/01/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; FINET LICENSE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-15 |
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