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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2016-05-06 |
Branch Locations
111 E Kilbourn Ave Ste 2400, Milwaukee, WI 53202 • United States
Brookfield, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Milwaukee | WI | 05/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Milwaukee | WI | 11/2016 | Present |
DIVINE SAVIOUR HOLY ANGELS HIGH SCHOOL, INV RELATED, MILWAUKEE, WI, FINANCE COMMITTEE MEMBER, START 5/1/2023, BUDGET, CAPITAL CAMPAIGNS, REVIEWING FINANCIAL STATEMENTS. DIVINE SAVIOUR HOLY ANGELS HIGH SCHOOL, INV RELATED, MILWAUKEE, WI, INVESTMENT COMMITTEE MEMBER, ALL GIRLS CATHOLIC HIGH SCHOOL; START 5/1/2023, LIAISON TO FINANCE COMMITTEE ON ENDOWMENT FUNDS, DIRECTION ON THE INVESTMENT POLICY AND REVEIW OF INVESTMENT MANAGER. MARQUETTE UNIVERSITY HIGH SCHOOL ; NOT INV RELATED; MILWAUKEE, WI; SCHOOL; FINANCE COMMITTEE MEMBER ; START DATE: 12/17/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-22 |
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