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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 | 2022-01-18 |
| OH | RA | APPROVED | 2022-01-17 |
Branch Locations
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
3 disclosure categories 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 Advisors Llc | Chagrin Falls | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chagrin Falls | OH | 11/2016 | 01/2022 |
| Wells Fargo Advisors Financial Network Llc | Beachwood | OH | 01/2022 | Present |
KH WEALTH MANAGEMENT LLC, INV RELATED, CHAGRIN FALLS, OH, 100% OWNERSHIP, START 12/10/2021, 200 HOURS PER MONTH, 200 HOURS DURING TRADING, FINET PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-24 |
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