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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-08 |
| TX | RA | APPROVED | 2025-05-08 |
Branch Locations
96 Kercheval Ave Suite 200 2Nd Floor, Grosse Pointe Farms, MI 48236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Birmingham | MI | 10/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 11/2016 | 05/2025 |
| Wells Fargo Advisors Financial Network, Llc | Grosse Pointe Farms | MI | 05/2025 | Present |
PDP 19 INVESTMENT CLUB LLC; INV RELATED; GROSSE POINTE PARK, MI; INVESTMENT CLUB; 8.333% OWNERSHIP; START DATE: 2/04/2016; 1 HR/MO; 0 DURING TRADING. | ELCO VENTURES, LLC; INV RELATED; GROSSE POINT PARK, MI; REAL ESTATE; 33% OWNERSHIP; START 10/22/2015; 1 HOUR PER MONTH, 0 DURING TRADING;| DETROIT ATHLETIC CLUB, NOT INV RELATED, DETROIT, MI, BOARD MEMBER, START 1/1/2022, 2 HOURS PER MONTH, 1 DURING TRADING, ATTENDING MEETINGS TO DISCUSS CHARITABLE GIVING AND REVIEWING THE INVESTMENT ACCOUNT.| BAE ENTERPRISE INC; INV RELATED; GROSSE POINTE PARK, MI; 100% OWNERSHIP; START DATE 01/14/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING ; ENTITIY TO SET UP FINET| KERCHEVAL FINANCIAL GROUP LLC; INV RELATED; GROSSE POINTE FARMS, MI; 20% OWNERSHIP; START DATE 01/10/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-11 |
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