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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 |
|---|---|---|---|
| DE | RA | APPROVED | 2024-07-19 |
| TX | RA | APPROVED | 2024-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greenville | DE | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenville | DE | 11/2016 | 07/2024 |
| Wells Fargo Advisors Financial Network, Llc | Greenville | DE | 07/2024 | Present |
DONALD AND MARTHA DEWEES FOUNDATION, INV RELATED, GREENVILLE, DE, TREASURER, START 9/12/2007, MINIMAL HOURS PER MONTH, ZERO DURING TRADING,PRIVATE CHARITABLE FOUNDATION. ST. ANN'S CHURCH, INV RELATED, WILMINGTON, DE, FINANCE COUNCIL MEMBER, START 1/1/2012, 1 HOUR PER MONTH, ZERO DURING TRADING, ASSISTING THE PASTOR IN PLANNING AND ADMINISTRATION OF THE PARISH. ARTHUR FAMILY FOUNDATION, INV RELATED, GREENVILLE, DE, BOARD MEMBER, START 7/25/1997, MINIMAL HOURS PER MONTH, ZERO DURING TRADING, PRIVATE CHARITABLE FOUNDATION. EDGAR A THRONSON FOUNDATION, INV RELATED, GREENVILLE, DE, VP/SECRETARY/BOARD MEMBER, START 8/1/1993, MINIMAL HOURS PER MONTH, ZERO DURING TRADING, PRIVATE CHARITABLE FOUNDATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-19 |
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