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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 | 2022-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Salt Lake City | UT | 03/2011 | Present |
POWER OF ATTORNEY FOR MOTHER; INV RELATED; ASHBURN, VA; POA; 02/2025; 4 HOURS PER MONTH; 4 HOURS DURING TRADING; ASSIST MOTHER WITH IRA CO-TRUSTEE FOR MOTHER'S DECLARATION OF TRUST, INV RELATED, FAIRFAX, VA, START: 7/24/2023, 3 HOURS A MONTH, 0 HOURS DURING TRADING.; CO-TRUSTEE FOR MOTHER'S REVOCABLE TRUST, INV RELATED, FAIRFAX, VA, START: 8/2/2023, 1 HOUR A MONTH, 0 HOUR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-20 |
| S66 | Uniform Combined State Law Examination | 2006-08-03 |
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