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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-22 |
| MO | RA | APPROVED | 2024-04-22 |
Branch Locations
231 South Bemiston Suite 550, Clayton, MO 63105 • United States
Beulah, MI • 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 | Saint Louis | MO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Saint Louis | MO | 11/2016 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Clayton | MO | 03/2023 | Present |
PORTICO WEALTH MANAGEMENT LLC, INV RELATED, CLAYTON, MO, 25% OWNERSHIP, START 1/10/2023, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE. MARVIN J. PETERSON LLC, INV RELATED, ST. LOUIS, MO, 100% OWNERSHIP, START 1/30/2023, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-09-09 |
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