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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 | 2022-11-14 |
| KY | RA | APPROVED | 2022-08-22 |
Branch Locations
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 | Cincinnati | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 11/2016 | 08/2022 |
| Wells Fargo Advisors Financial Network, Llc | Elsmere | KY | 08/2022 | Present |
KHSAA SOFTBALL, NOT INV RELATED, LEXINGTON, KY, UMPIRE, START 1/1/2014, 20 HOURS PER MONTH, ZERO HOURS DURING TRADING, OFFICIATING GAMES.; NORTHERN KY SOFTBALL ASSOCIATION, INV RELATED, PARK HILLS, KY, TREASURER, START 1/1/2022, 20 HOURS PER MONTH, COLLECTING MEMBER DUES AND PAYMENT TO VENDORS.; A.G.BOERGER LLC, INV RELATED, ELSMERE, KY, 100% OWNERSHIP, START 5/20/2022, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. ; BOERGER JORDAN LLC, INV RELATED, ELSMERE KY, 65% OWNERSHIP, START 5/20/2022, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, FORT WRIGHT, KY, START 8/31/2022, 2 HRS/MONTH, 0 HRS DURING TRADING.; TRUSTEE OF AG BOERGER LLC 401K, INV RELATED, FT. MITCHELL, KY, START: 3/30/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-18 |
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