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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-24 |
| VA | RA | APPROVED | 2025-04-17 |
Branch Locations
One N Jefferson Ave, St. Louis, MO 63103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Alexandria | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Alexandria | VA | 11/2016 | 04/2025 |
| Wells Fargo Advisors Financial Network, Llc | Alexandria | VA | 04/2025 | Present |
ATS PRIVATE WEALTH, LLC; INV RELATED; STUART, FL; 100% OWNERSHIP; 04/2025; 160 HOURS PER MONTH; 160 HOURS DURING TRADING; FINET PRACTICE POWER OF ATTORNEY OF MOTHER; INV RELATED;ALEXANDRIA,VA; ASSIST MOTHER; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 03/02/2026; 5 HRS PER MONTH; 5 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-22 |
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