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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-03 |
| OH | RA | APPROVED | 2016-06-30 |
Branch Locations
226 Crocker Park Blvd Ste 200, Westlake, OH 44145 • United States
Olmsted Township, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Westlake | OH | 11/2016 | Present |
| Wells Fargo Advisors Llc | Westlake | OH | 06/2016 | 11/2016 |
TRUSTEE FOR FATHER; INV RELATED; OLMSTED TWP, OH; START: 5/16/18; 1 HR/MO; 0 DURING TRADING. TRUSTEE FOR MOTHER; INV RELATED; OLMSTED TWP, OH; START: 5/16/18; 1 HR/MO; 0 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-15 |
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