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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_RES | 2023-11-30 |
| WI | RA | APPROVED | 2013-05-17 |
Branch Locations
1270 Westhill Blvd Ste A, Appleton, WI 54914 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Appleton | WI | 05/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Appleton | WI | 11/2016 | Present |
COOPER'S CREEK HIGHLAND RANCH LLC, NOT INV RELATED, OSHKOSH, WI, 50% OWNERSHIP, START DATE: 11/28/23, 40 HRS PER MONTH, 0 HRS DURING TRADING, CATTLE FARM;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-24 |
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