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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2022-11-17 |
| TX | RA | APPROVED | 2022-11-14 |
Branch Locations
150 West Campbell [Satellite], Arlington Heights, IL 60005 • United States
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • 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 Clearing Services, Llc | Arlington Heights | IL | 11/2016 | 11/2022 |
| Wells Fargo Advisors Financial Network, Llc | Yardley | PA | 11/2022 | Present |
| Wells Fargo Advisors | Arlington Heights | IL | 10/2012 | 11/2016 |
RENTAL PROPERTY, INV RELATED, LONG BEACH, CA, 100% OWNERSHIP, START 11/14/2014, 1 HOURS PER MONTH, ZERO HOURS DURING TRADING, LANDLORD. JCS WEALTH MANAGEMENT LLC, INV RELATED, NORTHBROOK, IL, START 11/14/2022, 40 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE LLC. PRINCETON HARRIMAN INSURANCE SOLUTIONS; INV RELATED; SARASOTA, FL; FINANCIAL ADVISOR; START DATE 12/1/2024; 8 HOURS PER MONTH; 8 DURING TRADING; INSURANCE PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-02 |
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