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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 | 2024-04-25 |
| TX | RA | APPROVED_RES | 2024-04-18 |
Branch Locations
2451 W Monroe St Suite 101 1St Fl, Springfield, IL 62704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Springfield | IL | 09/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Springfield | IL | 11/2016 | 04/2024 |
| Wells Fargo Advisors Financial Network, Llc | Springfield | IL | 04/2024 | Present |
LMZ WEALTH MANAGEMENT, LLC, INVT RELATED, SPRINGFIELD, IL, 51% OWNERSHIP, START DATE 4/19/2024, 40 HRS PER MONTH, 100 HRS DURING TRADING. FINET PRACTICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-02 |
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