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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-08 |
| MO | RA | APPROVED | 2023-02-16 |
| TX | RA | APPROVED | 2023-02-16 |
Branch Locations
14767 North Outer 40 Rd Fl 2 Ste 201, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Chesterfield | MO | 02/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chesterfield | MO | 11/2016 | 02/2023 |
| Wells Fargo Advisors Financial Network, Llc | Chesterfield | MO | 02/2023 | Present |
JM BERG INVESTMENTS, LLC, INVT RELATED, ST, LOUIS, MO, 100% OWNERSHIP, START 2/21/2023, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE. HYPERION COMPANIES INC., NOT INV RELATED, ORANGE, CA, CONSULTANT, START 1/1/2024, 15 HOURS PER MONTH, ZERO HOURS DURING TRADING, DISCUSSING PRODUCTS AND SERVICES, MARKETING, BUSINESS RISK AND STRATEGY, TECHNOLOGY AND INOVATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-27 |
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