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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-06 |
| MI | RA | APPROVED | 2020-08-13 |
| TX | RA | APPROVED | 2020-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Owosso | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Owosso | MI | 11/2016 | 08/2020 |
| Stifel Nicolaus & Co Inc | Owosso | MI | 08/2020 | Present |
1. Chipman Hills Farms LLC; 1471 W Wilkinson Rd, Owosso, MI 48867; Owns farm and rental assets; Manager; Collect rent; 12/18/2014; 1 Hour per Month; Not During Securities Trading Hours; Investment-Related. 2. Jewell Education Fund; 1050 W Bristol Rd, Flint, MI 48507; Scholarships; Investment Committee Member; Overseeing investment policy, review performance; 05/18/2017; 1 Hour per Quarter; Not During Securities Trading Hours; Not Investment-Related. 3. Memorial Healthcare Development Board; 826 W King St, Owosso, MI 48867; Board looks at Community Development; Enhance community and the hospital; Board Member; Help hospital evaluate community needs, parallel with hospital needs; 12/08/2013; 2 Hours per Month; During Securities Trading Hours; Not Investment-Related. 4. Owosso Charter Township Industrial Park West Corporation; 215 N Water St, Owosso, MI 48867; Development of an Industrial Park property; Board Member; Review potential buyers/leasers and discuss potential site development; 01/22/2015; 3 Hours per Year; Not During Securities Trading Hours; Not Investment-Related. 5. Memorial Healthcare Development Board; 826 W> King St Owosso MI 48867; Board looks at Community Development opportunities that will enhance the Community and Hospital; Current OBA approved Board Member, asked to also serve as Secretary of the Board; "Secretary of the Board" is responsible for meeting dates, minutes and agenda with the assistance of an Executive Assistant from the Hospital who acts as recording Secretary; 12/13/2024; 2 hrs/month; During securities trading hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-23 |
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