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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-01 |
| WI | RA | APPROVED | 2025-08-01 |
Branch Locations
1715 W Paradise Drive Ground Fl, West Bend, WI 53095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | West Bend | WI | 06/2018 | 08/2025 |
| Deloitte Services Llp | Arlington | VA | 09/2009 | 06/2018 |
| Wells Fargo Advisors Financial Network, Llc | West Bend | WI | 08/2025 | Present |
KETTLE MORAINE YMCA, NOT INV RELATED, WEST BEND, WI, BUDGET & FINANCE COMMITTEE, START: 8/24/2018, 4 HOURS PER MONTH/0 DURING TRADING, DUTIES: REVIEW BUDGET.; TRUSTEE FOR FRIEND, INV RELATED, WEST BEND, WI, START: 12/01/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING. | HABITAT FOR HUMANITY OF WASHINGTON AND DODGE COUNTIES; INV RELATED; WEST BEND, WI; AFFORDABLE HOUSING MINISTRY; TREASURER; START DATE: 10/01/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;| HABITAT FOR HUMANITY OF WASHINGTON AND DODGE COUNTIES; INV RELATED; WEST BEND, WI; AFFORDABLE HOUSING MINISTRY; FINANCE COMMITTEE MEMBER; START DATE: 10/01/2025; 3 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-22 |
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