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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-04 |
Branch Locations
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 | Westlake | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westlake | OH | 11/2016 | 04/2025 |
| Wells Fargo Advisors Financial Network, Llc | Westlake | OH | 04/2025 | Present |
BILO LLC, INV RELATED, WESTLAKE, OH, 25% OWNERSHIP, START DATE 4/3/25, 2 HR PER MONTH, 2 HR DURING TRADING, FINET PRACTICE;| MJBornhorst LLC, INV RELATED, WESTLAKE, OH, START 4/3/25, 100% OWNERSHIP, 2 HR PER MONTH, 2 HR DURING TRADING, FINET PRACTICE;| Your Bridge Wealth Management LLC, INV RELATED, WESTLAKE, OH, START 4/3/25, 20% OWNERSHIP, 2 HR PER MONTH, 2 HR DURING TRADING, FINET PRACTICE| ARTHRITIS FOUNDATION; NOT INV RELATED; ATLANTA, GA; INVESTMENT COMITTEE MEMBER; START DATE 08/01/2023; 1 HOUR PER MONTH; 1 HOUR DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-08 |
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