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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 | 2025-04-17 |
| OH | RA | APPROVED | 2008-01-01 |
Branch Locations
255 E 5Th St Ste 1400, Cincinnati, OH 45202 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cincinnati | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 11/2016 | Present |
RENTAL PROPERTY; INV. RELATED; BANNER ELK,NC; 100% OWNERSHIP; START DATE 10/20/2021; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. FIREFLY HOSPITALITY GROUP, LLC; NOT INV. RELATED; OXFORD,OH; 100% OWNERSHIP WITH SPOUSE; START DATE 11/01/2021; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; RESTAURANT. STEINKELLER, NOT INVT RELATED, OXFORD, OH, 100% OWNERSHIP WITH SPOUSE, START DATE 4/1/2022, 5 HRS PER MONTH, 0 HRS DURING TRADING, CO OWNER OF RESTAURANT WITH SPOUSE. MAC & JOES, NOT INVT RELATED, OXFORD, OH, 100% OWNERSHIP WITH SPOUSE, START DATE4/1/2022, 5 HRS PER MONTH, 0 HRS DURING TRADING, CO OWNER OF RESTAURANT WITH SPOUSE. RENTAL PROPERTY, INV RELATED, MIRAMAR, FL, 100% OWNERSHIP, START DATE: 7/26/23, 2 HRS PER MONTH, 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-18 |
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