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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 | 2024-06-17 |
| TX | RA | APPROVED_RES | 2003-10-10 |
| IL | RA | APPROVED | 2003-07-01 |
Branch Locations
15255 S 94Th Ave 1St Fl, Orland Park, IL 60462 • United States
Munster, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Orland Park | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orland Park | IL | 11/2016 | Present |
TRUSTEE FOR CLOSE FAMILY FRIEND, INVESTMENT RELATED, PURCHASE, NY, START: 8/2009, 0 HOURS PER MONTH.; POWER OF ATTORNEY FOR SPOUSE, INV RELATED, MUNSTER, IN, START: 11/06/2023, 1 HOUR A MONTH, 1 HOUR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-24 |
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