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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2020-09-03 |
| TX | RA | APPROVED | 2020-09-03 |
Branch Locations
875 N Cleveland Massillon Rd, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Akron | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Akron | OH | 11/2016 | 09/2020 |
| Wells Fargo Advisors Financial Network, Llc | Akron | OH | 09/2020 | Present |
AMWAY, NOT INV RELATED, ADA, MI, INDEPENDENT BUSINESS OWNER, START 1/1/1996, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, DIRECT SALES RETAIL PRODUCTS. GREATER AKRON MUSICAL ASSOCIATION FOUNDATION, INV RELATED, AKRON, OH, CHAIRMAN, START 2/8/2013, 1 HOUR PER MONTH, ZERO DURING TRADING, OVERSIGHT OF ENDOWMENT. UNIVERSITY OF AKRON, NOT INV RELATED, AKRON, OH, ADJUNCT INSTRUCTOR, COURSE TITLE PERSONAL FINANCIAL PLANNING, START 1/1/1983, 12 HOURS PER MONTH, ZERO DURING TRADING, TEACHING. SUMMIT COUNTY HISTORICAL SOCIETY, INV RELATED, AKRON, OH, CHAIRMAN, START 4/30/2019, 10 HOURS PER MONTH, ZERO DURING TRADING, REVIEWING FINANCIAL STATEMENTS OF THE ENDOWMENT FOR PRESERVATION OF HISTORICAL BUILDINGS. RED OAK BEHAVIORAL HEALTH, INV RELATED, AKRON, OH, FINANCE COMMITTEE MEMBER, START 9/30/2017, 4 HOURS PER YEAR, ZERO DURING TRADING, HEARING REPORTS FROM MONEY MANAGERS AND APPROVING DISBURSEMENTS TO THE ORGANIZATION. FOREST GLEN PARTNERS, INV RELATED, AKRON, OH, 50% OWNERSHIP, START 7/1/2019, 5 HOURS PER MONTH, ZERO DURING TRADING, HOLDS FINET PRACTICE BUILDING. 875 NORTH PROPERTIES LLC, INV RELATED, FAIRLAWN, OH, 50% OWNERSHIP, START 7/24/2019, 10 HOURS PER MONTH, ZERO DURING TRADING, HOLDS RENTAL PROPERTY. COMMERCIAL RENTAL PROPERTY, INV RELATED, AKRON, OH, 50% OWNERSHIP, START 8/1/2019, 4 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. THE BATH CHURCH FAMILY TRAVEL GROUP, INV RELATED, BATH, OH, EVENT PLANNER, START 7/1/2001, 4 HOURS PER MONTH, ZERO DURING TRADING, ORGANIZING EVENTS PROGRAMS DAY TRIPS AND ACTIVIITES.; CO-TRUSTEE FOR CLARK GUILLIAM WEALTH MANAGEMENT 401K, INV RELATED, AKRON, OH, START: 3/1/2021, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1981-07-13 |
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