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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2021-07-28 |
| IL | RA | APPROVED | 2019-06-21 |
| TX | RA | APPROVED | 2019-06-21 |
Branch Locations
1515 W 22Nd St. Suite 525, Oak Brook, IL 60523 • United States
1222 Demonbreun Street Ste 1020 [Satellite], Nashville, TN 37203 • United States
Nashville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Oak Brook | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oak Brook | IL | 11/2016 | 06/2019 |
| Wells Fargo Advisors Financial Network, Llc | Oak Brook | IL | 06/2019 | Present |
STEJC LLC; NOT INVESTMENT RELATED; CHICAGO,IL; 100% OWNERSHIP; START 12/19/2018; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; ESTATE PLANNING. MCLEAN WEALTH MANAGEMENT GROUP LLC; INV. RELATED; CHICAGO, IL; 100% OWNERSHIP; START 5/2019; 50 HOURS PER MONTH; 50 HOURS DURING TRADING; FINET PRACTICE. JMPM LLC; INV RELATED; OAK BROOK, IL; 100% OWNERSHIP; START 10/2020; 0 HRS/MO; 0 DURING TRADING; HOLDS REAL ESTATE. TRUSTEE OF TRUST FBO SELF; INV. RELATED; NASHVILLE, TN; START 9/15/2017; 1 HR PER MONTH. TRUSTEE OF TRUST FBO SELF; INV. RELATED; NASHVILLE, TN; START 3/1/2019; 1 HR PER MONTH. TRUSTEE OF TRUST FBO SELF; INV. RELATED; CHICAGO, IL; START 8/17/2021; 0 HRS PER MONTH. W3V-2 PARTNERS, LLC, INVT RELATED, GRAND CAYMEN ISLANDS, START DATE 10/11/2024, 1 HR PER MONTH AND DURING TRADING, PARTIAL OWNER OF LLC TO INVEST IN EARLY STAGE PROJECTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-11 |
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