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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-18 |
| TX | RA | APPROVED_RES | 2012-06-25 |
| MI | RA | APPROVED | 2010-06-04 |
Branch Locations
27755 Stansbury Blvd Ste 275, Farmington Hills, MI 48334 • United States
The Villages, FL • United States
Clarkston, MI • United States
2 disclosure categories 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 | Birmingham | MI | 06/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 11/2016 | Present |
JOHNS STORAGE; NOT INVESTMENT RELATED; LIVONIA, MI; 11% OWNERSHIP; 6 HOURS PER MONTH| NOTARY PUBLIC; NOT INVESTMENT RELATED; FARMINGTON HILLS, MI; START DATE 08/08/2016; 3 HOURS PER MONTH; 3 DURING TRADING HOURS| PINE KNOB HOMEOWNERS ASSOCIATION; INVESTMENT RELATED; CLARKSTON, MI; TREASURER; START DATE 08/02/2021; 2 HOURS PER MONTH; 0 HOURS DURING TRADING| TRUSTEE FOR FAMILY MEMBER; INV RELATED; CLARKSTON, MI; TRUSTEE; START DATE 09/17/2028; 2 HOURS PER MONTH; 2 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-09 |
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