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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 | 2023-01-10 |
| OH | RA | APPROVED | 2023-01-09 |
Branch Locations
3825 Pga Boulevard Ste 601, Palm Beach Gardens, FL 33410 • United States
4040 Embassy Pkwy Suite 400 [Satellite], Akron, OH 44333 • 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 | Brunswick | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Brunswick | OH | 11/2016 | 01/2023 |
| Wells Fargo Advisors Financial Network, Llc | Palm Beach Gardens | FL | 01/2023 | Present |
ORION FINANCIAL SERVICES LLC, INV RELATED, STRONGSVILLE, OH, 100% OWNERSHIP, START 1/9/2023, 160 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE. THE HAVEN HOME LLC, INV RELATED, CLEVELAND, OH, TREASURER, START 01/1/2024, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, BUDGET, UPDATING BALANCE SHEETS, AND PAYING INVOICES. CHILDREN ACHIEVING MORE SKILLS INC., INV RELATED, STRONGSVILLE, OH, TREASURER, START 1/1/2022, .25 HOURS PER MONTH, ZERO HOURS DURING TRADING, BALACING CHECK BOOK AND PREPARING DOCUMENTS TO PROVIDE FOR THE TAX RETURN. CUYAHOGA COUNTY BOARD OF ELECTIONS; NOT INV. RELATED; CLEVELAND, OH; ELECTION WORKER; START DATE 3/19/2024; 15 HOURS PER MONTH IN MARCH AND NOVEMBER; 8 HOURS DURING BUSINESS HOURS; DUTIES: CHECKING IN PEOPLE TO VOTE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-07 |
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