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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 | 2021-07-07 |
| NE | RA | APPROVED | 2020-10-07 |
Branch Locations
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 | Lincoln | NE | 10/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lincoln | NE | 11/2016 | 10/2020 |
| Wells Fargo Advisors Financial Network, Llc | Lincoln | NE | 10/2020 | Present |
MEYERLE INVESTMENT GROUP, LLC, INVT RELATED, LINCOLN, NE, 100% OWNERSHIP, START DATE 9/28/2020, 10 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE. MEYERLE FAMILY FARMS, LLC., NOT INVESTMENT RELATED, HOLBROOK, NE., 33% OWNERSHIP, START: 12/29/1961, 0 HOURS/MONTH, OWNERSHIP IN FAMILY FARM. TRUSTEE FOR FATHER'S TRUST; INV. RELATED; LINCOLN, NE; START DATE 10/23/1999; 1 HR PER MONTH; 1 HR DURING TRADING. ARBOR WEALTH MANAGEMENT, INVT RELATED, LINCOLN, NE, 50% OWNERSHIP, START DATE 5/1/2023, 10 HRS PER MONTH AND DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-12-09 |
| S65 | Uniform Investment Adviser Law Examination | 1992-12-09 |
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