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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Fort Wayne | IN | 04/2015 | 11/2016 |
| Usaf | Fort Wayne | IN | 03/2014 | 02/2021 |
| Wells Fargo Clearing Services, Llc | Fort Wayne | IN | 11/2016 | 07/2023 |
| Wells Fargo Advisors Financial Network, Llc | Fort Wayne | IN | 07/2023 | Present |
OPTARE FINANCIAL PARTNERS LLC, INV RELATED, FORT WAYNE, IN, 15% OWNERSHIP, START 7/10/2023, 50 HOURS PER MONTH, 25 HOURS DURING TRADING, FINET PRACTICE.; MCSULLIVAN PRACTICE LLC, INV RELATED, FORT WAYNE, IN, 100% OWNERSHIP, START 7/10/2023, 200 HOURS PER MONTH, 150 HOURS DURING TRADING, FINET PRACTICE.; CO-TRUSTEE FOR OPTARE FINANCIAL PARTNERS, LLC 401K, INV RELATED, FORT WAYNE, IN, START: 7/10/2023, 10 HOURS A MONTH, 5 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-16 |
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