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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 | 2023-05-31 |
| PA | RA | APPROVED | 2017-10-27 |
| VA | RA | APPROVED | 2003-01-02 |
Branch Locations
1250 Broadcasting Rd, Wyomissing, PA 19610 • United States
1250 Broadcasting Rd [L4-Rbo], Wyomissing, PA 19610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Alexandria | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Alexandria | VA | 11/2016 | Present |
HEYWOOD CORP, INV RELATED, ARDMORE, PA, 100% OWNERSHIP WITH SPOUSE, START 2/24/2020, 1 HOUR PER MONTH, ZERO DURING TRADING, RENTAL REAL ESTATE AND INVESTMENTS. 3H COASTAL HWY LLC, INV RELATED, OCEAN CITY, MD, 50% OWNERSHIP, START 8/11/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, PROCESS RENT CHECKS. WY TRADING LLC, INV RELATED, ARDMORE, PA, 100% OWNERSHIP WITH SPOUSE, START 2/24/2020, 1 HOUR PER MONTH, ZERO DURING TRADING, RENTAL REAL ESTATE AND INVESTMENTS. RENTAL PROPERTY, INV RELATED, INDIANAPOLIS, IN, 100% OWNERSHIP WITH SPOUSE, START 3/2/2020, 0 HOUR PER MONTH, ZERO DURING TRADING. INVT PROPERTY HELD IN IRA. RENTAL PROPERTY, INV RELATED, OCEAN CITY, MD, 50% OWNERSHIP, START 8/13/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, DEPOSIT RENT CHECKS. REIDUN LLC, INV RELATED, CHEYNNE, WY, 100% OWNERSHIP WITH SPOUSE, START 6/18/2020, 4 HOURS PER MONTH, ZERO DURING TRADING, INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-19 |
| S65 | Uniform Investment Adviser Law Examination | 2000-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-15 |
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