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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 | 2024-03-18 |
| TX | RA | APPROVED | 2014-03-27 |
| MI | RA | APPROVED | 2010-02-09 |
Branch Locations
10850 E Traverse Hwy Ste 5575, Traverse City, MI 49684 • United States
27755 Stansbury Blvd Ste 275, Farmington Hills, MI 48334 • United States
Longboat Key, FL • United States
West Bloomfield, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Farmington Hills | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Farmington Hills | MI | 11/2016 | Present |
TRUSTEE OF FRIEND'S TRUST, WEST BLOOMFIELD, MI, 1 HR/YR, START 6/2007, INSURANCE TRUST, PAY QUARTERLY PREMIUM.| TRUSTEE FOR MOTHER'S TRUST, INVESTMENT RELATED; WEST BLOOMFIELD, MI, START 12/29/1981.| TRUSTEE FOR BROTHER-IN-LAW'S TRUST; INVESTMENT RELATED; WEST BLOOMFIELD, MI; START 1/1/1995; 0 HRS PER MONTH.| A SQUARED PROPERTIES LLC; INV RELATED; LONGBOAT KEY, FL; 100% OWNERSHIP WITH SPOUSE; START 4/1/2016; 0 HOURS PER MONTH, 0 DURING TRADING; VACATION CONDOMINIUM HANDLE FINANCES.| TRUSTEE FOR DAUGHTER'S TRUST; INV. RELATED; WEST BLOOMFIELD, MI; START 6/4/2018; 1 HR PER MONTH; 0 HRS DURING TRADING.| TRUSTEE FOR SON'S TRUST; INV. RELATED; WEST BLOOMFIELD, MI; START 10/23/2017; 1 HR PER MONTH; 0 HRS DURING TRADING.| TRUSTEE FOR FRIEND'S TRUST, INV RELATED, WEST BLOOMFIELD, MI, START: 11/26/2012, 1 HOUR A MONTH, 0 HOURS DURING TRADING.| CO-TRUSTEE FOR GODSON, INV RELATED, FARMINGTON HILLS, MI, START: 10/03/2024, 1 HOUR A MONTH, 1 HOUR DURING TRADING.| CO-TRUSTSEE FOR FRIEND; INV RELATED; MIAMI DADE, FL; START: 10/28/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING.| GARY FETTER IRREVOCABLE TRUST; INV RELATED; MICHIGAN, MI; TRUSTEE; START DATE 12/10/2024; 4 HOURS PER MONTH; 4 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-24 |
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