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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2011-01-03 |
Branch Locations
111 E Kilbourn Ave Ste 2400 [Mq-Rbo], Milwaukee, WI 53202 • United States
Milwaukee, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Milwaukee | WI | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Milwaukee | WI | 11/2016 | Present |
SIXTEENTH STREET COMMUNITY HEALTH CENTER, INVT RELATED, MILWAUKEE, WI, FINANCE COMMITTEE, START DATE 9/20/2012, 10 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, CORPORATE GOVERNANCE, STRATEGIC DIRECTION, EXECUTIVE DIRECTORE EVALUATION. FRIENDS OF MOUNT MORRIS LAKE DISTRICT; NOT INV. RELATED; OSHKOSH, WI; ENDOWMENT COMMITTEE MEMBER; START DATE 6/1/2023; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND QUARTERLY MEETINGS, REVIEW INCOME/EXPENSE STATEMENTS AND VOLUNTEER AT FUNDRASIER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-26 |
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