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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 | 2025-03-19 |
| AZ | RA | APPROVED | 2022-11-18 |
| IL | RA | APPROVED | 2000-07-13 |
Branch Locations
1705 Tullamore Ave Ste B, Bloomington, IL 61704 • United States
Rio Verde, AZ • United States
Normal, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bloomington | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bloomington | IL | 11/2016 | Present |
TINERVIN FAMILY FOUNDATION; NOT INV. RELATED; BLOOMINGTON, IL; BOARD MEMBER; START 2/2018; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS, DISCUSS BOARD ACTIVITIES, FUNDRAISING ACTIVITIES. ILLINOIS SWIMMING, INV. RELATED, DES PLAINES, IL, TREASURER, START 10/1/2023; 8 HOURS/MONTH, 0 DURING TRADING, ATTEND MEETINGS, DISCUSS BUDGET AND FINANCIAL STATEMENTS AND ACTIVITIES OF THE ORGANIZATION. USA SWIMMING NATIONAL, INV RELATED, COLORADO SPRINGS, CO, INVESTMENT COMMITTEE MEMBER, START 1/1/2023, .25 HOURS PER MONTH, ZERO HOURS DURING TRADING, CONDUCTING INVESTMENT PERFORMANCE REVIEWS, REVIEWING THE IPS, AND REVIEWING THE PERFORMANCE OF THE INVESTMENT ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-06 |
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