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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-20 |
| IN | RA | APPROVED | 2016-01-29 |
Branch Locations
8888 Keystone Crossing Ste 700, Indianapolis, IN 46240 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bloomington | IN | 01/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bloomington | IN | 11/2016 | Present |
CITY OF MARTINSVILLE IN BOARD OF WORKS AND SAFETY; NOT INV RELATED; MARTINSVILLE, IN; BOARD MEMBER; START DATE 5/2021; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS AND DISCUSS ROAD, SEWER/WATER AND GENERAL PUBLIC WORK PROJECTS AND APPROVE / DENY PUBLIC WORKS PROJECTS. WASHINGTON TOWNSHIP ADVISORY BOARD; NOT INVESTMENT RELATED; MARTINSILLE, IN; ADVISORY BOARD MEMBER; START DATE 9/30/2022; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS, APPROVE OR DECLINE BUDGET. JOHN LILLYWHITE; NOT INV RELATED; MARTINSVILLE, IN; 100% OWNERSHIP; 07/2025; 1 HOUR PER MONTH; 0 DURING TRADING; PROVIDE CRUISE AND VACATION PLANNING AND BOOKING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-14 |
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