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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2022-09-09 |
Branch Locations
3325 Emerald Lane Suite A, Jefferson City, MO 65109 • United States
1301 W 5Th Street [Satellite], Washington, MO 63090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Washington | MO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | MO | 11/2016 | 09/2022 |
| Wells Fargo Advisors Financial Network, Llc | Washington | MO | 09/2022 | Present |
POWER OF ATTORNEY FOR MOTHER; INV. RELATED; NEW HAVEN, MO; START DATE 2/2018. CFR WEALTH MGMT LLC, INV RELATED, WASHINGTON, MO, 100% OWNERSHIP, START 6/7/2022, 8 HOURS PER MONTH, 4 HOURS DURING TRADING, FINET PRACTICE. FINTERIS EAST LLC, INV RELATED, WASHINGTON, MO, 20% OWNERSHIP, START 9/12/2022, 200 HOURS PER MONTH, 6.5 HOURS DURING TRADING, FINET PRACTICE. 1301 LANDMARK LLC, INV RELATED, WASHINGTON, MO, 25% OWNERSHIP, START 2/7/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. PHILANTHROPIC EDUCATIONAL ORGANIZATION PEO CHAPTER NA; NOT INV.RELATED; DES MOINES, IA; TREASURER; START DATE 2/14/2024; 2 HRS PER MONTH; 2 HRS DURING TRADING; DUTIES: ATTEND MONTHLY MEETINGS; REPORT BALANCES AND DISBURSEMENTS AND WRITE CHECKS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-05-31 |
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