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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-15 |
| WI | RA | APPROVED | 2024-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Wausau | WI | 04/2022 | Present |
| Acuity Insurance | Sheboygan | WI | 01/2019 | 04/2022 |
| Wisconsin Bank & Trust | Sheboygan | WI | 01/2018 | 01/2019 |
| Berkshire Hathaway Travel Protection | Stevens Point | WI | 05/2017 | 08/2017 |
| University Of Wisconsin-Platteville Dinning Services | Platteville | WI | 10/2014 | 12/2017 |
Name of Business: J & B Vending LLC Business is not investment-related Address: 2769 Cedar Drive Plover, WI 54467 Nature of Business: Vending machine business Position: Member/Partner No relationship to Wells Fargo Advisors Start Date: May 2, 2022 Number of hours devoted per month: 4 Number of hours devoted during securities trading hours: 0 Duties: Filling, maintaining, and fixing vending machines at our locations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-31 |
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