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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 | 2024-07-26 |
| OH | RA | APPROVED | 2024-04-01 |
Branch Locations
51 S Stanfield Rd, Troy, OH 45373 • United States
50 Pearl Road Suite 216 [Satellite], Brunswick, OH 44212 • United States
12553 New Brittany Blvd Suite #32 [Satellite], Fort Meyers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Westlake | OH | 01/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westlake | OH | 11/2016 | 04/2024 |
| Wells Fargo Advisors Financial Network, Llc | Brunswick | OH | 04/2024 | Present |
PAT'S MEGTORIA LLC DBA CONFECTIONARY CUPBOARD BAKERY, NOT INVT RELATED, MENTOR, OH, 49% LLC OWNERSHIP, START DATE 12/10/2009, 5 HRS PER MONTH, 0 HRS DURING TRADING, BACK OFFICE, ACCOUNTING, ADVISOR TO PARTNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-26 |
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