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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2023-07-06 |
| TX | RA | APPROVED | 2023-07-06 |
Branch Locations
6714 Pointe Inverness Way Suite 230, Fort Wayne, IN 46804 • 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 | Fort Wayne | IN | 12/2013 | 11/2016 |
| Wells Fargo Bank Na | Fort Wayne | IN | 12/2013 | 06/2023 |
| Wells Fargo Clearing Services, Llc | Fort Wayne | IN | 11/2016 | 07/2023 |
| Wells Fargo Advisors Financial Network, Llc | Fort Wayne | IN | 07/2023 | Present |
ST. JOSEPH CATHOLIC CHURCH AND SCHOOL, INV RELATED, FT. WAYNE, IN, PARISH FINANCE COUNCIL CHAIR, START 8/17/2022, 2 HOURS PER MONTH, 1 HOUR DURING TRADING, ASSISTING WITH BUDGET, REVIWING INCOME AND EXPENDITURES.; KMA PRACTICE LLC, INV RELATED, FT. WAYNE, IN, 100% OWNERSHIP, START 6/12/2023, 2 HOURS PER MONTH, 2 HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-26 |
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