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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2023-12-01 |
| TX | RA | APPROVED_RES | 2023-12-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Hinsdale | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Hinsdale | IL | 11/2016 | 12/2023 |
| Wells Fargo Advisors Financial Network, Llc | Hinsdale | IL | 12/2023 | Present |
GOODFELLOWS GROUP PARTNERSHIP; NOT INV. RELATED; HINSDALE, IL; 12.5% OWNERSHIP; LOCAL PHILANTHROPY; START DATE 10/1/2001; 1 HOUR PER MONTH; 0 DURING BUSINESS HOURS; DUTIES ATTEND PARTNERSHIP MEETINGS, REVIEW AND APPROVE PARTNERSHIP GIVING. | ESTATE OF LEONA GROSS; INV RELATED; MILWAUKEE, WI; DISTRIBUTE SMALL ESTATE FOR DECEASED SISTER IN LAW;EXECUTOR; START DATE: 05/10/2023; 2 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1979-08-22 |
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