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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 | 2023-07-20 |
| TX | RA | APPROVED | 2023-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Deerfield | IL | 06/2016 | 07/2023 |
| Wells Fargo Advisors Financial Network, Llc | Deerfield | IL | 07/2023 | Present |
ISLAMORADA LLC; INV RELATED; LIBERTY, IL; 0 % OWNERSHIP; START 12/01/2020; 1 HOUR PER MONTH; 1 HOUR DURING TRADING; REAL ESTATE PLANNING. SCHAFFER MANAGEMENT SERVICES CORP. INV. RELATED; DEERFIELD, IL; 50% OWNERSHIP; SET UP TO RUN FINET PRACTICE; START DATE: 7/24/2024; 60 HOURS PER MONTH; 60 HOURS DURING TRADING; DUTIES: ASSIST IN RUNNING THE PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-08 |
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