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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 | 2025-08-01 |
| WI | RA | APPROVED | 2025-08-01 |
Branch Locations
1715 W Paradise Drive Ground Fl, West Bend, WI 53095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quality Rack | Sussex | WI | 01/2009 | Present |
| Wells Fargo Clearing Services, Llc | Menomonee Falls | WI | 10/2019 | 08/2025 |
| Industrial Installation Services Llc | Sussex | WI | 09/2009 | Present |
| Wells Fargo Advisors Financial Network, Llc | West Bend | WI | 08/2025 | Present |
BETHLEHEM LUTHERAN, NOT INV RELATED, MENOMONEE FALLS, WI, ORGANIST, START: 10/31/2019, 4 HRS/MONTH, 0 HRS DURING TRADING.; QUALITY RACK & EQUIPMENT, INC, INV RELATED, SUSSEX, WI, BOOKKEEPER, START: 10/24/2019, 3 HRS/MONTH, 0 HRS DURING TRADING.; INDUSTRIAL INSTALLATION SERVICES, INV RELATED, SUSSEX, WI, BOOKKEEPER, START: 10/24/2019, 32 HRS/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-18 |
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