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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2022-10-11 |
Branch Locations
3325 Emerald Lane Suite A, Jefferson City, MO 65109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jefferson City | MO | 06/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jefferson City | MO | 11/2016 | Present |
| Wells Fargo Advisors Financial Network, Llc | Jefferson City | MO | 10/2022 | Present |
CO-TRUSTEE FOR DECEASED UNCLE'S TRUST, INV RELATED, LINN CREEK, MO, START 8/3/2020, ZERO HOURS PER MONTH.;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-17 |
| S65 | Uniform Investment Adviser Law Examination | 2002-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-14 |
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