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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2024-09-05 |
| AZ | RA | APPROVED | 2015-05-19 |
| CA | RA | APPROVED | 2015-05-05 |
Branch Locations
299 S Main St 7Th Fl, Salt Lake City, UT 84111 • United States
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | St. Louis | MO | 06/2008 | 11/2016 |
| Wells Fargo Clearing Services, Llc | St. Louis | MO | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; BUENA VISTA, VA; 100% OWNER WITH SPOUSE; START: 9/1/16; 2 HRS/MO; 0 DURING TRADING. CO-TRUSTEE FOR UNCLE'S TRUST, INV RELATED, TAMPA, FL, START: 2/1/2023, 1 HR/MONTH, 1 HR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-30 |
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