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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 | 2019-03-25 |
| MI | RA | APPROVED | 2010-01-19 |
| AZ | RA | APPROVED | 2006-03-06 |
| CA | RA | APPROVED | 2005-02-25 |
Branch Locations
40950 Woodward Ave. Ste 200 [Satellite], Bloomfield Hills , MI 48304 • United States
555 Second Avenue Suite D-300, Collegeville, PA 19426 • 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 Financial Network Llc | Troy | MI | 05/2009 | 04/2019 |
| Wells Fargo Advisors Financial Network Llc | Beachwood | OH | 04/2019 | Present |
DANIMAR HOLDINGS INC; INV RELATED; TROY, MI; HOLDS LEASE FOR FINET PRACTICE; 100% OWNERSHIP; START 9/2008; 40 HRS PER MTH/0 DURING MARKET. MANAGEMENT INVESTMENT CONSULTING SERVICE, INV RELATED, TROY, MI, 100% OWNERSHIP, START 9/1/2003, 1 HOUR PER MONTH, ZERO DURING TRADING, FINET PRACTICE. DMICS HOLDINGS LLC, INV RELATED, TROY, MI, 90% OWNERSHIP, START 12/15/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, WFAFN PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS; INV RELATED; SARASOTA, FL; FINANCIAL ADVISOR; START DATE 12/1/2024; 8 HOURS PER MONTH; 8 DURING TRADING; INSURANCE PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-21 |
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