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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2022-06-20 |
| TX | RA | APPROVED | 2022-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Indianapolis | IN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Indianapolis | IN | 11/2016 | 06/2022 |
| Wells Fargo Advisors Financial Network, Llc | Indianapolis | IN | 06/2022 | Present |
TWIN ANGELS INC, INV RELATED, CARMEL, IN, 100% OWNERSHIP, START 11/8/2021, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. 853 WEALTH MANAGEMENT LLC, INV RELATED, INDIANAPOLIS, IN, 33.33% OWNERSHIP, START 11/30/2021, 175 HOURS PER MONTH, 6.5 HOURS DURING TRADING, FINET PRACTICE. RAY HUSER FOUNDATION, INV RELATED, INDIANAPOLIS, IN, BOARD MEMBER, START 11/1/1999, .3 HOURS PER MONTH, ZERO HOURS DURING TRADING, FAMILY FOUNDATION. INDIANA STATE UNIV. FOUNDATION, INV RELATED, TERRE HAUTE, IN, INVESTMENT COMMITTEE MEMBER, START 8/14/2003 , 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, HEARING REPORTS FROM INVESTMENT CONSULTANT FOR ADHERENCE TO THE INVESTMENT POLICY STATEMENT. CENTER FOR CONGREGATIONS, INV RELATED, INDIANAPOLIS, IN, INVESTMENT COMMITTE MEMBER, START 1/16/2019 , 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, HEARING REPORTS FROM INVESTMENT CONSULTANT FOR ADHERENCE TO THE INVESTMENT POLICY STATEMENT. 853 WEALTH MANAGEMENT LLC ; INVT RELATED; INDIANAPOLIS, IN; FINET PRACTISE ; 50% OWNERSHIP; -; START: 06/03/2026; 200 HOURS PER MONTH;200 HOURS PER MONTH DURING TRADING HOURS; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-24 |
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