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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-26 |
| MO | RA | APPROVED | 2009-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Chesterfield | MO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chesterfield | MO | 11/2016 | Present |
PEAK INVESTMENTS LLC; KEYSTONE CO; NOT INVESTMENT RELATED; NATURE-REAL ESTATE; POSITION- 50% CO-OWNER; START DATE-01-JUL-1998; MINIMAL TIME DEVOTED; NONE DURING TRADING HRS; DUTIES-SHARED INTEREST IN VACATION CONDO HELD IN KEYSTONE RENTAL POOL VACATION RENTAL PROPERTY, INVT RELATED, KEYSTONE, CO, 50% OWNERSHIP, START DATE 7/1/1998, 0.5 HRS PER MONTH, 0 HRS DURING TRADING, PARTIAL OWNER, DISCUSS MAINTENANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-02 |
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