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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 | 2025-05-09 |
| MI | RA | APPROVED | 2025-05-08 |
| TX | RA | APPROVED | 2025-05-08 |
Branch Locations
96 Kercheval Ave Suite 200 2Nd Floor, Grosse Pointe Farms, MI 48236 • United States
Naples, FL • United States
Bellaire, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Birmingham | MI | 08/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 11/2016 | 05/2025 |
| Wells Fargo Advisors Financial Network, Llc | Grosse Pointe Farms | MI | 05/2025 | Present |
MTW INITIATIVES, INC; INV RELATED; GROSSE POINT, MI; 100% OWNERSHIP; START DATE 05/08/2025; 10 HOURS PER MONTH; 10 DURING TRADING; FACILITATE PAYMENT FOR FINET PRACTICE | KERCHEVAL FINANCIAL GROUP, LLC; INV RELATED; GROSSE POINTE FARMS, MI; 20% OWNERSHIP; START DATE 05/2025; 50 HOURS PER MONTH; 50 DURING TRADING; LLC FOR FINET PRACTICE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-29 |
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