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1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-09 |
| GA | RA | APPROVED | 2021-10-29 |
| WA | RA | APPROVED | 2021-07-23 |
| CA | RA | APPROVED | 2021-01-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Studio Ctiy | CA | 10/2005 | 12/2020 |
| Wells Fargo Advisors, Llc | Studio City | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Studio City | CA | 11/2016 | 01/2021 |
| Arete Wealth Management Llc | Chicago | IL | 01/2021 | Present |
| Arete Wealth Advisors Llc | Chicago | IL | 01/2021 | Present |
Insurance sales - Agent, Fixed Insurance Sales; Los Angeles, CA; 5-10 hours per month, during trading hours; Start Date: 12/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-22 |
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