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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 | 2025-04-15 |
| OH | RA | APPROVED | 2015-08-19 |
Branch Locations
8044 Montgomery Rd Ste 570 Towers Of Kenwood, Cincinnati, OH 45236 • United States
Cincinnati, OH • 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 | Cincinatti | OH | 12/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cincinatti | OH | 11/2016 | Present |
CO-TRUSTEE FOR MOTHER (2 TRUSTS), INV-REL, CINCINNATI, OH, START: 8/29/13, 1 HR/MO 0 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1980-07-30 |
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