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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-15 |
| IL | RA | APPROVED | 2022-11-14 |
| TX | RA | APPROVED | 2022-11-14 |
Branch Locations
150 West Campbell [Satellite], Arlington Heights, IL 60005 • United States
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Schaumburg | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Schaumburg | IL | 11/2016 | 11/2022 |
| Wells Fargo Advisors Financial Network, Llc | Yardley | PA | 11/2022 | Present |
REM WEALTH MANAGEMENT, LLC; INV. RELATED; ARLINGTON HEIGHTS, IL; 100% OWNERSHIP; START DATE 11/14/2022; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 8; OWNER. MILLER-GARCIA WEALTH MANAGEMENT, LLC; INV. RELATED; ARLINGTON HEIGHTS, IL; 33.34% OWNERSHIP; START DATE 11/14/2022; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 8; OWNER. PRINCETON HARRIMAN INSURANCE SOLUTIONS; INV RELATED; SARASOTA; FL; FINANCIAL ADVISOR; START: 12/01/2024; 8 HOURS A MONTH; 8 HOURS DURING TRADING; INSURANCE PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1980-10-30 |
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