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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_RES | 2026-02-11 |
| KS | RA | APPROVED | 2025-06-10 |
| VA | RA | APPROVED | 2023-01-27 |
Branch Locations
2137 E Santa Fe St, Olathe, KS 66062 • United States
7400 W 130Th St Ste 400 [Yh-Rbo], Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Chantilly | VA | 08/2022 | Present |
| Wells Fargo Bank, Na | Chantilly | VA | 09/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-05 |
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