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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 |
|---|---|---|---|
| IA | RA | APPROVED | 2008-01-01 |
Branch Locations
6400 Westown Pkwy Ste 115, West Des Moines, IA 50266 • United States
2 disclosure categories 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 | West Des Moines | IA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | West Des Moines | IA | 11/2016 | Present |
CONTINGENT BENEFICIARY FOR COUSIN; INVESTMENT RELATED; START DATE 01/23/2007.;| CO-EXECUTOR FOR FATHER, INV RELATED, ANKENY, IA, START: 10/07/2024; 5 HOURS A MONTH; 1 HOUR DURING TRADING.| ADMINISTRATOR FOR MOTHER'S ESTATE; INV RELATED; ANKENY, IA; START: 10/29/2024; 2 HOURS A MONTH; 2 HOURS DURING TRADING. | ADMINISTRATOR FOR MOTHER'S ESTATE; INV RELATED; ANKENY, IA; ADMINISTRATOR FOR ESTATE; 04/2025; 3 HOURS PER MONTH; 3 HOURS DURING TRADING; FIDUCIARY FEES MO AND IA | ESTATE FOR FATHER; INV REALTED; ANKENY, IA; EXECUTOR; 04/2025; 3 HOURS PER MONTH; 3 HOURS DURING TRADING; FIDUCIARY FEES FOR MO | EXECUTOR FOR FATHER'S ESTATE; INV RELATED; ANKENY, IA; EXECUTOR; 04/2025; 3 HOURS PER MONTH; 3 HOURS DURING TRADING; SETTLE ESTATE FIDUCIARY FEES FOR IOWA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-11-15 |
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