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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-10-07
IL RA APPROVED 2002-12-12
  • TX RA
    APPROVED_RES
    Since 2021-10-07
  • IL RA
    APPROVED
    Since 2002-12-12

Branch Locations

510 Maine St 9Th Fl, Quincy, IL 62301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Quincy IL 05/2009 11/2016
Wells Fargo Clearing Services, Llc Quincy IL 11/2016 Present
Other Businesses

1. INACTIVE MEMBER OF THE ILLINOIS STATE BAR. 2. THREE JACK LLC, INVT RELATED, QUINCY, IL, 50% OWNERSHIP, START DATE 9/2/2005, 1 HR PER MONTH, 0 HRS DURING TRADING, FAMILY LIMITED PARTNERSHIP. 3. TRUSTEE FOR SISTER'S TRUST; INVESTMENT RELATED; QUINCY, IL; START 1/1992; 0 HRS MONTH; 0 HRS DURING TRADING. 4. TRUSTEE FOR MOTHER, INV RELATED, QUINCY, IL, START 11/2012, 3 HOURS PER MONTH/0 DURING TRADING. 5. DGS FARMS LLC; NOT INVESTED RELATED; PERSONAL FARM; 49% OWNERSHIP; START 6/7/2011; 0 HRS PER MONTH. 6. TRUSTEE OF TRUST FBO SISTER; INV RELATED; QUINCY, IL; START 12/10/2012; 1 HR PER MONTH; 0 HRS DURING TRADING. 7. TRUSTEE FOR SISTER; INV. RELATED; QUINCY, IL; START 10/21/2011; 1 HR PER MONTH; 0 HRS DURING TRADING. 8. TRUSTEE FOR SON'S TRUST; INV. RELATED; QUINCY, IL; START 3/29/2018; 1 HR PER MONTH; 1 HR DURING TRADING. 9. TRUSTEE FOR SON'S TRUST; INV. RELATED; QUINCY, IL; START 7/28/2016; 1 HR PER MONTH; 1 HR DURING TRADING. 10. TRUSTEE FOR MOTHER'S TRUST; INV. RELATED; QUINCY, IL; START 8/3/2020; 2 HRS PER MONTH; 0 HRS DURING TRADING. 11. STEVENSON INVESTMENT, LLC; NOT INVESTMENT RELATED; QUINCY, IL; 1% OWNERSHIP; START 9/14/2020; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; FAMILY LIMITED PARTNERSHIP. 13. STEVENSON FAMILY FOUNDATION, INV RELATED, QUINCY, IL, PRESIDENT, START 7/1/2021, 1 HOUR PER MONTH, ZERO DURING TRADING, FAMILY FOUNDATION MAKING DONATIONS TO CHARITIES. 14. JW GARDNER II FOUNDATION, INVT RELATED, QUINCY, IL, PRESIDENT, START DATE 6/13/2000, 1 HR PER MONTH, 0 HRS DURING TRADING, FAMILY FOUNDATION MAKING DONATIONS TO CHARITIES. 15. POWER OF ATTORNEY FOR MOTHER; INV. RELATED; QUINCY, IL; START DATE 12/2021; 1 HR PER MONTH; 0 HRS DURING TRADING. 16. TRUSTEE OF PARENTS TRUST; INV. RELATED; QUINCY, IL; START DATE 11/30/2022; 1 HR PER MONTH; 0 HRS DURING TRADING. 17. STEVENSON INVESTMENTS II, LLC; NOT INVESTMENT RELATED; QUINCY, IL; 1% OWNERSHIP; START 11/30/2022; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; FAMILY LIMITED PARTNERSHIP.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-26
S63 Uniform Securities Agent State Law Examination 1987-08-04
  • S66 Uniform Combined State Law Examination
    2002-11-26
  • S63 Uniform Securities Agent State Law Examination
    1987-08-04

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