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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 | 2010-08-02 |
| TX | RA | APPROVED_RES | 2003-07-01 |
Branch Locations
7400 W 130Th St Stes 200 & 400, 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 | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Overland Park | KS | 11/2016 | Present |
TRUSTEE FOR SPOUSE'S TRUST; INV. RELATED; BOLCKOW, MO; START DATE 1996; 8 HRS PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY (FARM LAND); INV. RELATED; BOLCKOW, MO; CO-TRUSTEE; START DATE 2/2007; 8 HRS PER MONTH; 0 HRS DURING TRADING. TRUSTEE OF TRUST FBO NIECE; INV. RELATED; LEAWOOD, KS; START DATE 6/24/2020; 1 HR PER MONTH; 1 HR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-05 |
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