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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 | 2023-03-23 |
| CA | RA | APPROVED | 2011-01-03 |
| MI | RA | APPROVED | 2011-01-03 |
Branch Locations
146 Monroe Center St Nw Ste 1000, Grand Rapids, MI 49503 • United States
2025 E Beltline Se, Ste 501 [Kq-Rbo], Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Grand Rapids | MI | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Grand Rapids | MI | 11/2016 | Present |
S VENTURES, INV RELATED, E. GRAND RAPIDS, MI, 33.33% OWNERSHIP, HOLD RENTAL PROPERTY AND REAL ESTATE AND PRIVATE ASSETS, START 12/2019, 0 HRS PER MONTH, 0 HRS DURING TRADING, DUTIES: NONE. TRUSTEE FOR FRIEND / DECEASED BUSINESS PARTNER; INV. RELATED; ADA, MI; START 7/2019; 100 HRS PER MONTH; 10 HRS DURING TRADING. PERSONAL REPRESENTATIVE FOR FRIEND/DECEASED CO-WORKER/CLIENT; INV. RELATED; ADA, MI; START 10/2019; 10 HRS PER MOTNH; 0 HRS DURING TRADING. SSBM LLC, INV RELATED, ROCKFORD, MI, 50% OWNERSHIP, START 5/2/2011, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS PRIVATE INVESTMENTS. SHOWCO, LLC, INVT RELATED, GRAND RAPIDS, MI, 50% OWNERSHIP, START DATE 11/8/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, HOLDS PRIVATE INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-12 |
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