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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2026-06-11 |
Branch Locations
3171 N.E. Carnegie Dr Suite B 1St Fl, Lee Summit, MO 64064 • United States
One N Jefferson Ave, St. Louis, MO 63103 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Independence | MO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Independence | MO | 11/2016 | 06/2026 |
| Wells Fargo Advisors Financial Network, Llc | Lee'S Summit | MO | 06/2026 | Present |
RENTAL PROPERTY, INV RELATED, GREENWOOD, MO, 100% OWNERSHIP, START: 4/5/2022, 1 HR/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-11 |
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