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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 | 2018-03-16 |
| TX | RA | APPROVED_RES | 2018-03-16 |
Branch Locations
19060 Everett Blvd Ste 203 [Satellite], Mokena, IL 60448 • United States
120 N Main St Ste 250, West Bend, WI 53095 • United States
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 | Orland Park | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orland Park | IL | 11/2016 | 03/2018 |
| Wells Fargo Advisors Financial Network, Llc | Orland Park | IL | 03/2018 | Present |
MANBECK PARTNERS, INV RELATED, ORLAND PARK, IL, 50% OWNER, START: 3/16/2018, 0 HOURS, NO DUTIES. INNOVATIVE RETIREMENT ASSOCIATES LLC, INV RELATED, ORLAND PARK, IL, 33.33% OWNERSHIP, START 3/17/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. GB PARTNERS LLC, INV RELATED, MOKENA, IL, 100% OWNERSHIP, START 1/29/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-12 |
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