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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 | 2026-03-04 |
| MO | RA | APPROVED | 2003-07-01 |
Branch Locations
14767 North Outer 40 Rd Fl 2, Chesterfield, MO 63017 • United States
1 disclosure category 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 | Chesterfield | MO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chesterfield | MO | 11/2016 | Present |
ST. JOSEPH PARISH, INV RELATED, MANCHESTER, MO, FINANCIAL COUNCIL COMMITTEE MEMBER, START 12/1/2018, 3 HOURS PER MONTH, ZERO DURING TRADING, ADVISING THE PASTOR ON DAY TO DAY FINANCIAL OPERATIONS OF THE PARISH. CREATION OF THE ANNUAL BUDGET AND REVIEWING THE PARISHES PROCEDURES AND ACCOUNTING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-17 |
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