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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 | 2024-12-04 |
Branch Locations
1700 Dr Martin Luther King Dr, Racine, WI 53404 • United States
11350 N Port Washington Rd, Mequon, WI 53092 • United States
111 East Kilbourn Avenue 23Rd Fl [Gt-Rbo], Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Mequon | WI | 01/2013 | 05/2017 |
| Wells Fargo Advisors Llc | Mequon | WI | 01/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mequon | WI | 11/2016 | 05/2017 |
| Johnson Financial Group | Whitefish Bay | WI | 05/2017 | 12/2020 |
| Lpl Financial Llc | Whitefish Bay | WI | 04/2019 | 12/2020 |
| Lpl Financial, Llc | Whitefish Bay | WI | 05/2021 | 09/2022 |
| Bmo Harris Bank | Whitefish Bay | WI | 05/2021 | 09/2022 |
| Unemployed | Whitefish Bay | WI | 01/2021 | 04/2021 |
| Associated Investment Services, Inc. | Green Bay | WI | 09/2022 | 12/2024 |
| Wells Fargo Clearing Services, Llc | Milwaukee | WI | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-05 |
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