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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 | 2026-04-21 |
| TX | RA | APPROVED_RES | 2026-04-20 |
| OH | RA | APPROVED | 2026-04-10 |
Branch Locations
27599 Riverview Center Blvd Suite 120 1St Fl, Bonita Springs, FL 34134 • United States
One N Jefferson Ave, St. Louis, MO 63103 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Sylvania | OH | 12/2011 | 04/2026 |
| Wells Fargo Advisors Financial Network, Llc | Bonita Springs | FL | 04/2026 | Present |
WISE CAPITAL / 9601 SWEETWATER LN SYLVANIA, OHIO 43560 / HOLDING COMPANY / OWNS REAL ESTATE AND HAS INTEREST IN CAR RESTORATION AND SALES BUSINESS, CENTRAL CLASSIC CARS, ltd and CENTRAL CLASSIC CARS ll, ltd / OTHER MANAGING MEMBER / OVERSIGHT / START DATE 05/01/2008. 4 hrs/mo, none during securities trading hours. VINTAGE WORKS RECONDITIONING AND RESTORATION; NOT INV RELATED;SWANTON,OH; AUTO BODY AND MECHANICAL;50% OWNERSHIP; START DATE: 09/24/2021; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 8444 ; INV RELATED;SYLVANIA,OH; RENTAL;50% OWNERSHIP; START DATE: 04/11/2011; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 8432; INV RELATED;SYLVANIA,OH; RENTAL;50% OWNERSHIP; START DATE: 01/01/2014; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 1615; INV RELATED;SWANTON,OH; RENTAL;50% OWNERSHIP; START DATE: 09/24/2021; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 2830; INV RELATED;TOLEDO,OH; RENTAL;50% OWNERSHIP; START DATE: 10/01/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; TOUCHSTONE WEALTH PARTNERS, LLC; INV RELATED;TOLEDO,OH; MANAGING VENDOR BILL PAYMENTS;28.6% OWNERSHIP; START DATE: 04/10/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING; KW TWP LLC ; INV RELATED;BONITA SPRINGS,FL; FINET REVENUE;100% OWNERSHIP; START DATE: 04/10/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-19 |
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