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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2024-04-23 |
| CT | RA | APPROVED | 2024-04-19 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
1227 May River Rd Suite 300 [Satellite], Bluffton, SC 29910 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bluffton | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bluffton | SC | 11/2016 | 04/2024 |
| Wells Fargo Advisors Financial Network, Llc | Florissant | MO | 04/2024 | Present |
PERSPECTIVE WEALTH MANAGEMENT LLC, INV RELATED, BLUFFTON, SC, 100% OWNERSHIP, START 4/22/24, 160 HRS PER MONTH, 100 HRS DURING TRADING, FINET PRACTICE; IRREVOCABLE TRUST FOR FAMILY MEMBER; INV RELATED;BLUFFTON,SC; TRUSTEE/CO-TRUSTEE; START DATE: 05/07/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-25 |
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