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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 | 2021-06-16 |
| IL | RA | APPROVED | 2011-12-09 |
| TX | RA | APPROVED | 2011-12-09 |
Branch Locations
3616 Kiessel Rd [Satellite], The Villages, FL 32163 • United States
8625 Tam 8625 Tamiami Trail N. 4Th Floor, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Mount Vernon | IL | 12/2011 | Present |
JONES AND WILSON FINANCIAL, LLC, INVT RELATED, MT. VERNON, IL, 24% OWNERSHIP, START DATE 1/1/2018, 200 HRS PER MONTH, 130 HRS DURING TRADING, FINET PRACTICE; TRUSTEE FOR JONES AND WILSON FINANCIAL LLC 401K, INV RELATED, MOUNT VERNON, IL, START: 10/3/2019, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K. LAMPE FAMILIY HOLDINGS, LLC; INV RELATED; THE VILLAGES, FL; 100% OWNERSHIP; START: 1/1/2025; 1 HOUR A MONTH; 0 HOURS DURING TRADING; FINET PRACTICE. POWER OF ATTORNEY FOR AUNT; INV RELATED;NASHVILLE,IL; POA; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 05/19/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-03 |
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