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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 | 2025-08-01 |
| WI | RA | APPROVED | 2025-08-01 |
Branch Locations
1715 W Paradise Drive Ground Fl, West Bend, WI 53095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Milwaukee | WI | 10/2023 | 08/2025 |
| North Star Asset Management, Inc | Neenah | WI | 05/2022 | 10/2022 |
| St. Norbert College | De Pere | WI | 08/2018 | 05/2022 |
| West Bend West High School | West Bend | WI | 09/2014 | 06/2018 |
| Unemployed | Appleton | WI | 10/2022 | 10/2023 |
| Wells Fargo Advisors Financial Network, Llc | West Bend | WI | 08/2025 | Present |
WEST BEND SCHOOL DISTRICT, NOT INV RELATED, WEST BEND, WI, ASSISTANT TRACK AND FIELD COACH, START: 3/4/24, 40 HRS PER MONTH, 1 HR DURING TRADING. WEST BEND SCHOOL DISTRICT; NOT INV RELATED; WEST BEND, WI; ASSISTANT CROSS COUNTRY COACH; START DATE 8/19/2024; 45 HOURS PER MONTH; 4 DURING TRADING; ATTENDING DAILY PRACTICES AND MEETS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-04 |
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