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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 | 2024-02-02 |
| IL | RA | APPROVED | 2023-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Deerfield | IL | 07/2022 | 07/2023 |
| Conway Farms Golf Club | Lake Forest | IL | 06/2017 | 08/2018 |
| Nordstrom Rack | Vernon Hills | IL | 05/2021 | 08/2021 |
| High Point University | High Point | NC | 08/2018 | 05/2022 |
| Wells Fargo Advisors | Lake Forest | IL | 05/2019 | 08/2019 |
| Libertyville High School | Libertyville | IL | 08/2014 | 06/2018 |
| Wells Fargo Advisors Financial Network, Llc | Deerfield | IL | 07/2023 | Present |
ISALMORADA LLC, INV RELATED, NAPLES, FL, 0% OWNERSHIP TRADING AUTHORITY ONLY, START: 4/9/2022, 1 HOUR A MONTH, 0 HOURS DURING TRADING.; SCHAFFER MANAGEMENT SERVICES, INV RELATED, DEERFIELD, IL, 100% OWNERSHIP, START: 7/24/2023, 60 HOURS A MONTH, 60 HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-22 |
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