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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 | 2020-12-17 |
| TX | RA | APPROVED_RES | 2015-02-03 |
| IL | RA | APPROVED | 2000-04-21 |
Branch Locations
6801 Spring Creek Road Ste 1A, Rockford, IL 61114 • United States
Charlevoix, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Rockford | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Rockford | IL | 11/2016 | Present |
WOODWARD GOVERNOR COMPANY CHARITABLE TRUST, INV RELATED; ROCKFORD, IL; TRUSTEE; START 8/7/2007; 1-1.5 HOURS PER MONTH; OVERSEE CHARITABLE TRUST.; TRUSTEE FOR DAUTHER, INV RELATED, BELVIDERE, IL, START: 12/23/2022, 1 HR/MONTH, 1 HR DURING TRADING.; GLOYD FAMILY FOUNDATION BOARD OF TRUSTEES; INV. RELATED; FORT WORTH, TX; TRUSTEE; START DATE 4/1/1997; 0 HRS DURING TRADING; DUTIES: DECIDE WHICH CHARITY TO DONATE TO EACH YEAR.; TENTATIVE NAME IS BUCHANAN INVESTMENT GROUP LLC; INV RELATED;BELVIDERE,IL; FINET PRACTICE;67% OWNERSHIP; START DATE: 06/01/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-14 |
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