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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 | 2022-02-03 |
| TX | RA | APPROVED | 2022-02-03 |
Branch Locations
2424 Lake Shore Dr Ste A, Woodstock, IL 60098-6911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Woodstock | IL | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Woodstock | IL | 11/2016 | 02/2022 |
| Wells Fargo Advisors Financial Network, Llc | Woodstock | IL | 02/2022 | Present |
BAIER, ORMSBY, & PORTO WEALTH MANAGEMENT GROUP LLC, INV RELATED, WOODSTOCK, IL, 25% OWNERSHIP, START 5/18/2021, 160 HOURS PER MONTH, 130 HOURS DURING TRADING, FINET PRACTICE. BAIER & ORMSBY WEALTH MANAGEMENT GROUP ; INV RELATED; WOODSTOCK,IL; FINET PRTC;50% OWNERSHIP; START DATE: 08/10/2025; 160 HRS PER MONTH; 160 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-21 |
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