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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 |
|---|---|---|---|
| KS | RA | APPROVED | 2023-07-17 |
| TX | RA | APPROVED | 2023-07-17 |
Branch Locations
4000 W. 114Th St. Ste 180, Leawood, KS 66211 • 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 | Overland Park | KS | 12/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Overland Park | KS | 11/2016 | 07/2023 |
| Wells Fargo Advisors Financial Network, Llc | Leawood | KS | 07/2023 | Present |
CLS23 LLC, INV RELATED, LEAWOOD, KS, 100% OWNERSHIP, START 2/1/2023, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE. INTELLEGO INVESTMENT PARTNERS LLC, INV RELATED, 53.50% OWNERSHIP, START 3/14/2023, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-04 |
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