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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 | 2018-08-23 |
| SD | RA | APPROVED | 2018-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Aberdeen | SD | 04/2018 | Present |
| Palco Marketing Inc | Mendota Heights | MN | 12/2007 | 03/2018 |
UNITED WAY OF NE SOUTH DAKOTA FOUNDATION, INVT RELATED, ABERDEEN, SD, INVESTMENT COMMITTEE, START DATE 3/1/2023, 0.5 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS WITH INVESTMENT ADVISOR, GUIDING INVESTMENT ALLOCATION AS DICTATED BY INVESTMENT POLICY STATEMENT AND REVIEW PERFORMANCE OF FOUNDATIONS INVESTMENTS. LIAISON BETWEEN PRAIRIEWOOD TOWNSHIP BOARD AND ABERDEEN RURAL FIRE DEPARATMENT; START DATE 5/1/2024; 2 HOURS PER MONTH; 0 HOURS DURING BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-10 |
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