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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 | 2023-06-21 |
| TX | RA | APPROVED | 2023-06-21 |
Branch Locations
10 South Wacker Drive Suite 2960, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Chicago | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chicago | IL | 11/2016 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Chicago | IL | 06/2023 | Present |
FAIR OAKS PRESBYTERIAN CHURCH, INV RELATED, OAK PARK, IL, FINANCE COMMITTEE MEMBER, START 9/1/2020, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, OVERSIGHT OF INVESTMENTS AND MONITORING BUDGET. FMG WEALTH MANAGEMENT LLC, INV RELATED, CHICAGO, IL, 50% OWNERSHIP, START 4/12/2023, 180 HOURS PER MONTH, 140 HOURS DURING TRADING, FINET PRACTICE. TRUSTEE FOR MOTHER, INV RELATED, HINSDALE, IL, START: 6/25/2023, 3 HOURS A MONTH, 3 HOURS DURING TRADING.; TRUSTEE FOR MOTHER, INV RELATED, HINSDALE, IL, START: 6/25/2023, 3 HOURS A MONTH, 3 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-31 |
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