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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2022-08-22 |
| TX | RA | APPROVED_RES | 2022-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cincinnati | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 11/2016 | 08/2022 |
| Wells Fargo Advisors Financial Network, Llc | Elsmere | KY | 08/2022 | Present |
C.A. JORDAN LLC, INV RELATED, ELSMERE, KY, 100% OWNERSHIP, START 5/20/2022, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.; BOERGER JORDAN LLC, INV RELATED, ELSMERE, KY, 35% OWNERSHIP, START 5/20/2022, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.; TRUSTEE FOR C.A. JORDAN LLC 401K, INV RELATED, ALEXANDRIA, KY, START: 3/20/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-25 |
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