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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 | 2019-02-28 |
| MI | RA | APPROVED | 2010-11-12 |
Branch Locations
27755 Stansbury Blvd Ste 275, Farmington Hills, MI 48334 • United States
West Bloomfield, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Farmington Hills | MI | 11/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Farmington Hills | MI | 11/2016 | Present |
CONGREGATION B'NAI ISRAEL, INVT RELATED, WEST BLOOMFIELD, MI, TREASURER, START DATE 11/2/2022, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS AND OVERSEEING THE OPERATING BUDGET OF THE ORGANIZATION. POINTE ON PLEASANT LAKE HOMEOWNERS' ASSOCIATION; NOT INV. RELATED; WEST BLOOMFIELD, MI; BOARD MEMBER; START DATE 6/7/2024; 1 HOUR PER MONTH; 0 DURING TRADING; ATTEND MEETINGS, MAKE DECISIONS FOR THE COMMUNITY, MAKING A BUDGET, SPENDING COMMUNITY RESOURSES, AND MAKING DECISIONS REGARDING THE UPKEEP OF THE COMMUNITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-02 |
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