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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-13 |
| TX | RA | APPROVED | 2024-09-13 |
Branch Locations
100 N Field Drive Suite 170, Lake Forest , IL 60045 • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • 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 | Lake Forest | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lake Forest | IL | 11/2016 | 02/2023 |
| Wells Fargo Advisors Financial Network, Llc | Lake Forest | IL | 02/2023 | 09/2024 |
| &Partners | Nashville | TN | 09/2024 | Present |
ROBERT WEIS WEALTH MANAGEMENT SERVICES, LTD. POSITION: President NATURE: It's to pay expenses like rent and other expense to run the office. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/12/2023 ADDRESS: Lake Forest, IL 60045 DESCRIPTION: Set up payments to run my practice out of this entity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-23 |
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