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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2022-11-04 |
| TX | RA | APPROVED_RES | 2022-10-31 |
Branch Locations
100 N. Field Drive Suite 120, Lake Forest, IL 60045 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Lake Forest | IL | 06/2009 | 10/2022 |
| Wells Fargo Advisors Financial Network, Llc | Lake Forest | IL | 10/2022 | Present |
RENTAL PROPERTY, INVT RELATED, GRAYS LAKE, IL, 100% OWNERSHIP, START DATE 6/1/2014, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. YELLOWSTONE ASSET MANAGEMENT, LLC, INVT RELATED, LAKE FOREST, IL, 100% OWNERSHIP, START DATE 1/17/2023, 180 HRS PER MONTH AND DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-09 |
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