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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 | 2019-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associated Investment Services, Inc. | Green Bay | WI | 06/1997 | 02/2019 |
| Wells Fargo Clearing Services Llc | Green Bay | WI | 02/2019 | Present |
POWER OF ATTORNEY FOR FATHER, INV RELATED, GREEN BAY, WI, START: 7/27/2023, 5 HOURS A MONTH, 1 HOUR DURING TRADING. | POWER OF ATTORNEY FOR SPOUSE; INV RELATED; GREEN BAY, WI;POA; 08/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING; ACT ON SPOUSES BEHALF
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-26 |
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