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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 | 2025-04-04 |
| TX | RA | APPROVED | 2025-04-03 |
Branch Locations
3705 State Road Suite 100 [Satellite], Ashtabula, OH 44004 • United States
25777 Detroit Road 110, Westlake, OH 44145 • 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 | Ashtabula | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ashtabula | OH | 11/2016 | 04/2025 |
| Wells Fargo Advisors Financial Network, Llc | Ashtabula | OH | 04/2025 | Present |
STREAMTAB LLC, INV RELATED, CONCORD TWP, OH, 100% OWNER, START: 8/1/2016, 20 HOURS PER MONTH/0 DURING TRADING, DUTIES: LANDLORD.| OHIO HIGH SCHOOL ATHLETIC ASSOCIATION, NOT INVT RELATED, COLUMBUS, OH, BASKETBALL OFFICIAL, START DATE 2/14/2020, 40 HRS PER MONTH, 0 HRS DURING TRADING.| RENTAL PROPERTY; INV RELATED; CROZET, VA; 100% OWNERSHIP; START DATE 07/27/2016; 5 HOUR PER MONTH; 0 HOURS DURING TRADING |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-11 |
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