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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-17 |
| TX | RA | APPROVED_RES | 2026-06-15 |
Branch Locations
One N Jefferson Ave, St. Louis, MO 63103 • United States
500 Lake Cook Rd Suite 260 2Nd Fl, Deerfield , IL 60015 • United States
500 Lake Cook Rd 125, Deerfield, IL 60015 • United States
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 Advisors, Llc | Deerfield | IL | 06/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Deerfield | IL | 11/2016 | 06/2026 |
| Wells Fargo Advisors Financial Network, Llc | Deerfield | IL | 06/2026 | Present |
NORTHWESTERN MEMORIAL FOUNDATION - DIGESTIVE HEALTH INST. FOR NORTHWESTERN MEDICAL SCHOOL - TREASURE; INV RELATED; CHICAGO,IL; RESEARCH AND MEDICAL SERVICES ;TREASURER; START DATE: 11/04/2025; 3 HRS PER MONTH; 0 HRS DURING TRADING;| COUNCIL PRIVATE WEALTH MANAGEMENT LLC; INV RELATED;DEERFIELD,IL; FINET PRTC;20% OWNERSHIP; START DATE: 02/19/2026; 8 HRS PER MONTH; 0 HRS DURING TRADING; ACCRETIVE PRIME LLC ; INV RELATED;DEERFIELD,IL; FINET PRTC;100% OWNERSHIP; START DATE: 03/31/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-09 |
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