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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_RES | 2013-08-23 |
| IL | RA | APPROVED | 2000-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Quincy | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Quincy | IL | 11/2016 | Present |
TIMBERLINE ASSOCIATION ARCHITECTURAL COMMITTEE; NOT INVESTMENT RELATED; QUINCY, IL; COMMITTEE MEMBER; HOME OWNERS ASSOCIATION; START DATE 11/01/2016; 2 HOURS PER MONTH; 0 DURING TRADING HOURS. EXECUTOR FOR AUNT; INV RELATED; PETERSBURG, IL; START: 4/6/18; 1 HR/MO; 0 DURING TRADING. TIMBERLINE HOA, NOT INVT RELATED, QUINCY, IL, PRESIDENT, START DATE 4/15/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING HOA MEETINGS, DISCUSSING NEIGHBORHOOD TOPICS, LAKE MAINTENANCE AND HOA MAINTENANCE AND BUDGET. VOTING ON ANNUAL HOA FEES THAT WILL BE ASSESSED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-26 |
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