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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 |
|---|---|---|---|
| NE | RA | APPROVED | 2025-06-25 |
Branch Locations
18030 R Plz, Omaha, NE 68135 • United States
13625 California St Ste 200 [Gl-Rbo], Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Omaha | NE | 03/2025 | Present |
| Wells Fargo Bank, Na | Omaha | NE | 07/2024 | Present |
| Success Lending | Schaumburg | IL | 10/2023 | 07/2024 |
| First National Bank Of Omaha | Omaha | NE | 05/2023 | 01/2024 |
| University Of Nebraska At Omaha | Omaha | NE | 07/2020 | 05/2023 |
| South Mountain Community College | Phoenix | AZ | 07/2018 | 07/2020 |
| Red River High School | Grand Forks | ND | 08/2014 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-30 |
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