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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2023-01-09 |
| TX | RA | APPROVED | 2023-01-09 |
Branch Locations
4040 Embassy Pkwy Suite 400 [Satellite], Akron, OH 44333 • United States
3825 Pga Boulevard Ste 601, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Akron | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Akron | OH | 11/2016 | 01/2023 |
| Wells Fargo Advisors Financial Network, Llc | Palm Beach Gardens | FL | 01/2023 | Present |
LIFE JOURNEY INVESTMENTS, LLC; INV. RELATED; AKRON,OH; 100% OWNERSHIP; START DATE 01/09/2023; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; FINET PRACTICE. MORRIS GP, LLC ; INV RELATED; PALM BEACH GARDENS, FL; MERCHANT PARTNERSHIP.;90% OWNERSHIP; START DATE: 11/21/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-11-15 |
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