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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-04 |
| TX | RA | APPROVED | 2025-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Westlake | OH | 04/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westlake | OH | 11/2016 | 04/2025 |
| Wells Fargo Advisors Financial Network, Llc | Westlake | OH | 04/2025 | Present |
LAKE ERIE COLLEGE, INV RELATED, PAINESVILLE, OH, FINANCE COMMITTEE MEMBER, START 10/1/2024, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING.| BILO LLC, INV RELATED, WESTLAKE, OH, 25% OWNERSHIP, START 04/03/25, 1 HR PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE; | YOUR BRIDGE WEALTH MANAGEMENT LLC, INV RELATED, WESTLAKE, OH, 20% OWNERSHIP, START 04/03/25, 1 HR PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE; | J. INGALLS CO. LLC, INV RELATED, NORTH OLMSTED, OH, 100%, START 04/03/2025, 1 HR PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-03 |
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