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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 | 2019-02-04 |
| WI | RA | APPROVED | 2016-04-01 |
Branch Locations
20800 Swenson Dr Ste 200 Crossroads Corporate Center, Waukesha, WI 53186 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Brookfield | WI | 04/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Brookfield | WI | 11/2016 | Present |
POWER OF ATTORNEY FOR GRANDMOTHER; INV. RELATED; NEW BERLIN, WI; START DATE 8/2022; 1 HR PER MONTH; 0 HRS DURING TRADING.; TRUSTEE OF GRANDMOTHER'S TRUST; INV. RELATED; OAK CREEK, WI; START DATE 8/2022; 4 HRS PER MONTH; 0 HRS DURING TRADING.; TRUSTEE OF TRUST FBO GRANDMOTHER; INV. RELATED; NEW BERLIN, WI; START DATE 8/2022; 3 HRS PER MONTH; 0 HRS DURING TRADING.;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-09 |
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