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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 | 2003-05-21 |
Branch Locations
226 Crocker Park Blvd Ste 200, Westlake, OH 44145 • United States
Rocky River, 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 | Westlake | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westlake | OH | 11/2016 | Present |
TRUSTEE FOR MOTHER'S TRUST; INVESTMENT RELATED; ROCKY RIVER, OH; START DATE 6/26/2008; 5 HRS PER MONTH; 1 HR DURING TRADING. TRUSTEE FOR DECEASED FATHER'S TRUST; INVESTMENT RELATED; ROCKY RIVER, OH; START DATE 6/26/2008; 5 HRS PER MONTH; 1 HR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1981-11-24 |
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