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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2024-04-11 |
| TX | RA | APPROVED | 2024-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Palos Heights | IL | 06/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Palos Heights | IL | 11/2016 | 04/2024 |
| Wells Fargo Advisors Financial Network, Llc | Oak Brook | IL | 04/2024 | Present |
PING!, INV RELATED, OAK PARK, IL, FINANCE COMMITTEE MEMBER, START 4/3/2023, 8 HOURS PER MONTH, 2 HOURS DURING TRADING, TRACKING DISBURSEMENTS, MONITORING ACCOUNTS. PING!, INV RELATED, OAK PARK, IL, TREASURER, START 6/1/2023, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, REVIEWING CASH FLOS, APPROVALS AND OUTSTANDING ACCOUNTS PAYABLE AND RECEIVABLE. GLESSNER HOUSE, INVT RELATED, CHICAGO, IL, FINANCE COMMITTEE MEMBER, START DATE 9/1/2023, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, REVIEWING BUDGETS, EXPENDITURES, INVESTMENT AND BANK REVIEW. JAZZ INSTITUTE OF CHICAGO, INV RELATED, CHICAGO, IL, FINANCE COMMITTEE MEMBER, START 2/1/2024, 8 HOURS PER MONTH, 1 HOUR DURING TRADING, ANALYZING FINANCIAL RESULTS, DETERMINING COST BENEFIT OF PROGAMMING AND PROVIDING CONSULT TO COMMITTEES. DEPAUL UNIVERSITY - WEALTH MANAGEMENT ; NOT INV RELATED;CHICAGO,IL; ADJUNCT PROFESSOR; START DATE: 09/07/2026; 20 HRS PER MONTH; 20 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-07 |
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