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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 | 2023-11-09 |
| WV | RA | APPROVED | 2023-01-27 |
| TX | RA | APPROVED | 2023-01-20 |
Branch Locations
2001 Main Street Suite 701, Wheeling, WV 26003 • 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 | Wheeling | WV | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wheeling | WV | 11/2016 | 01/2023 |
| Wells Fargo Advisors Financial Network, Llc | Wheeling | WV | 01/2023 | Present |
BOOKS, NOT INV RELATED, VENETIA, PA, DYNAMIC STUDIES IN EPHESIANS, DYNAMIC STUDIES IN COLOSSIANS AND PHILEMON, DYNAMIC STUDIES IN HEBREWS, DYNAMIC STUDIES IN 1ST & 2ND THESSALONIANS, DYNAMIC STUDIES IN TIMOTHY AND TITUS, DYNAMIC STUDIES IN GALATIANS, DYNAMIC STUDIES IN JAMES, DYNAMIC STUDIES IN JOHN, DYNAMIC STUDIES IN 1 PETER & 2 PETER, DYNAMIC STUDIES IN PHILIPPIANS, DYNAMIC STUDIES IN REVELATIONS, DYNAMIC STUDIES IN ROMANS, START 1/1/2008, 8 HOURS PER MONTH, ZERO HOURS DURING TRADING, AUTHOR.| CO-TRUSTEE OF TRUST FBO NIECE; INV. RELATED; VENETIA, PA; START 8/11/2017; 1 HR PER MONTH; 0 HRS DURING TRADING.| BOOK; NOT INV RELATED; BLOOMINGON, IN; DYNAMIC STUDIES IN THE LETTERS OF JOHN AND JUDE; START 03/04/2024; 8 HOURS PER MONTH; 0 HOURS DURING TRADING; AUTHOR.| BOOK; NOT INV RELATED; BLOOMINGON, IN; DYNAMIC STUDIES IN ACTS; START 03/04/2024; 4 HOURS PER MONTH; 0 HOURS DURING TRADING; AUTHOR.| DYNAMIC STUDIES IN FIRST CORINTHIANS; NOT INV RELATED; BLOOMINGTON, IN; AUTHOR; START DATE 05/01/2025; 8 HOURS PER MONTH; 0 HOURS DURING TRADING| DYNAMIC STUDIES IN SECOND CORINTHIANS; NOT INV RELATED; BLOOMINGTON, IN; AUTHOR; START DATE 07/01/2025; 8 HOURS PER MONTH; 0 HOURS DURING TRADING DYNAMIC STUDIES IN MATTHEW; NOT INV RELATED;BLOOMINGTON; START DATE: 04/01/2026; 20 HRS PER MONTH; 0 HRS DURING TRADING; DYNAMIC STUDIES IN ROMANS II; NOT INV RELATED;BLOOMINGTON,IN; BOOK; AUTHOR; START DATE: 05/01/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 1979-10-03 |
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