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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-24 |
| IN | RA | APPROVED | 2022-07-07 |
| TX | RA | APPROVED | 2022-06-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Indianapolis | IN | 02/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Indianapolis | IN | 11/2016 | 06/2022 |
| Wells Fargo Advisors Financial Network, Llc | Indianapolis | IN | 06/2022 | Present |
RENTAL PROPERTY; INV RELATED; PANAMA CITY BEACH, FL; 100% OWNERSHIP; START 02/26/11; 2 HRS PER MONTH; 0 DURING TRADING HOURS. OWNER OR RENTAL 853 WEALTH MANAGEMENT, LLC, INVT RELATED, INDIANAPOLIS, IN, 33.3% OWNERSHIP, START DATE 6/10/2022, 175 HRS PER MONTH, 6.5 HRS DURING TRADING, FINET PRACTICE. CHASSINGER FINANCIAL, INVT RELATED, CARMEL, IN, 50% OWNERSHIP, START DATE 6/10/2022, 4 HRS PER MONTH, 0 HRS DURING TRADING, S-CORP FOR FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1980-02-12 |
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