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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 | 2021-03-03 |
| WI | RA | APPROVED | 2020-10-15 |
| IL | RA | APPROVED | 2016-02-17 |
| TX | RA | APPROVED | 2016-02-17 |
Branch Locations
9920 Casabella Way [Vacation/Secondary Home], Bonita Springs, FL 34135 • United States
Eagle River, WI • United States
9110 Strada Pl Ste 6300 Bldg 6, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Chicago | IL | 02/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chicago | IL | 11/2016 | Present |
THREE LAKES CAPITAL LLC, INV RELATED, CHICAGO, IL, 100% OWNERSHIP, START 11/27/2017, ZERO HOURS PER MONTH, ZERO DURING TRADING, LLC FOR LINE OF CREDIT AND PRIVATE SECURITY INVESTMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-21 |
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