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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 |
|---|---|---|---|
| KS | RA | APPROVED | 2010-10-25 |
Branch Locations
7400 W 130Th St Ste 400, Overland Park, KS 66213 • United States
7400 W 130Th St, Ste 400 [Ow-Rbo], Overland Park, KS 66213 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Overland Park | KS | 10/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Overland Park | KS | 11/2016 | Present |
PLEASANT VALLEY FARMS HOMEOWNERS ASSOCIATION, NOT INV RELATED, OVERLAND PARK, KS, BOARD MEMBER, START: 6/30/2017, DUTIES: GOVERNANCE OF BOARD. TRUSTEE FOR UNCLE AND AUNT; INV RELATED; FORT LAUDERDALE,FL; TRUSTEE/CO-TRUSTEE; START DATE: 12/10/2025; 5 HRS PER MONTH; 5 HRS DURING TRADING; POWER OF ATTORNEY FOR AUNT; INV RELATED; FORT LAUDERDALE,FL; POA; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 12/10/2025; 5 HRS PER MONTH; 5 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-15 |
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