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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2025-08-01 |
| TX | RA | APPROVED | 2025-08-01 |
Branch Locations
One N Jefferson Ave, St. Louis, MO 63103 • United States
16052 Swingley Ridge Rd Suite 210 2Nd Fl, 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 | 03/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chesterfield | MO | 11/2016 | 08/2025 |
| Wells Fargo Advisors Financial Network, Llc | Chesterfield | MO | 08/2025 | Present |
THE HIGHLANDS OF CHESTERFIELD HIGHLAND VALLEY HOMEOWNERS ASSOCIATION; NOT INV. RELATED; WILDWOOD, MO; HOA; START DATE 8/1/2023; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETIGNS, DISCUSS NEIGHBORHOOD COMPLAINTS, BUDGET, PAY BILLS, REQUEST BIDS AND VOTE ON VENDOR TO USE FOR UPKEEP/MAINTENANCE. |ROBERT S. KLOSTERMEIER TRUST; NOT INV RELATED;CHESTERFIELD,MO; TO BE LISTED AS SUCCESSOR TRUSTEE AND EVENTUALLY BE TRUSTEE AT HIS PASSING;TRUSTEE/CO-TRUSTEE% OWNERSHIP; START DATE: 09/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; FELDHAUS FINANCIAL, LLC; INV RELATED; CHESTERFIELD, MO; 100% OWNERSHIP; 08/2025; 160 HOURS PER MONTH; 160 HOURS DURING TRADING; FINET PRACTICE| PANORAMA WEALTH PARTNERS LLC ;INV RELATED; CHESTERFIELD,MO; FINET PRACTISE ;16.66% OWNERSHIP;START DATE: 08/04/2025; 10 HRS PER MONTH; 10 HRS DURING TRADING; ALYCE MAJERUS TRUST; INV RELATED;CHESTERFIELD,MO; TRUSTEE/CO-TRUSTEE;% OWNERSHIP; START DATE: 09/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-17 |
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