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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2010-10-12 |
| IN | RA | APPROVED | 2003-07-01 |
Branch Locations
4101 Edison Lakes Pkwy Ste 300, Mishawaka, IN 46545 • United States
Caledonia, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time College Student | South Bend | IN | 08/1989 | Present |
| Wells Fargo Advisors Llc | South Bend | IN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | South Bend | IN | 11/2016 | Present |
POWER OF ATTORNEY FOR NON-DEPENDENT CHILD, INV RELATED, CALEDONIA, MI, START: 9/19/2022, 2 HRS/MONTH, 2 HRS DURING TRADING.; POWER OF ATTORNEY FOR NON-DEPENDENT CHILD, INV RELATED, CALEDONIA, MI, START: 9/19/2022, 2 HRS/MONTH, 2 HRS DURING TRADING. | IN-LAW REVOCABLE LIVING TRUST; INV RELATED; CROWN POINT, IN; CO-TRUSTEE; 04/2025; 3 HOURS PER MONTH; 0 HOURS DURING TRADING; .CO-TRUSTEE TO IN-LAWS TRUST | CO-TRUSTEE OF FATHER-IN-LAWS TRUST; INV RELATED; CROWN POINT, IN; CO-TRUSTEE; 04/2025; 3 HOURS PER MONTH; 0 DURING TRADING; CO-TRUSTEE | POWER OF ATTORNEY FOR MOTHER IN LAW; INV REALTED; CROWN POINT, IN; POA; 04/2025; 3 HOURS PER MONTH; 0 HOURS DURING TRADING; ASSIST MOTHER-IN-LAW AS POWER OF ATTORNEY | CO-POWER OF ATTORNEY FOR FATHER-IN-LAW; INV RELATED; CROWN POINT, IN; CO-POWER OF ATTORNEY; 04/2025; 3 HOURS PER MONTH; 0 DURING TRADING; ASSIST FATHER-IN-LAW WITH FINANCIAL MATTERS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-20 |
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