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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 | 2015-01-20 |
| WI | RA | APPROVED | 2014-11-06 |
Branch Locations
111 East Kilbourn Avenue 23Rd Fl [Gt-Rbo], Milwaukee, WI 53202 • United States
615 Pennsylvania Ave, Sheboygan, WI 53081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Milwaukee | WI | 11/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Milwaukee | WI | 11/2016 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; SHEBOYGAN,WI; 100% OWNERSHIP WITH SPOUSE; START DATE 09/17/2021; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY; INVESTMENT RELATED; DAYTONA BEACH; FL; 50% OWNERSHIP; CONDO RENTAL; START DATE 7/24/2023; 0 HRS DURING TRADING; DUTIES CO-OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-18 |
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