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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2018-03-16 |
| TX | RA | APPROVED | 2018-03-16 |
| WI | RA | APPROVED | 2018-03-16 |
Branch Locations
19060 Everett Blvd Ste 203 [Satellite], Mokena, IL 60448 • United States
120 N Main St Ste 250, West Bend, WI 53095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mequon | WI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mequon | WI | 11/2016 | 03/2018 |
| Wells Fargo Advisors Financial Network, Llc | Orland Park | IL | 03/2018 | Present |
MANBECK PARTNERS, INV RELATED, ORLAND PARK, IL, 50% OWNER, START: 3/16/2018, 0 HOURS, NO DUTIES. RMM PARTNERS, INV RELATED, ORLAND PARK, IL, 100% OWNER, START: 6/1/2019, 0 HOURS PER MONTH, 0 HRS DURING TRADING, NO DUTIES. INNOVATIVE RETIREMENT ASSOCIATES LLC, INVT RELATED, MOKENA, IL, 33.34% OWNERSHIP, START DATE 3/17/2018, 0 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE. THE IRA GROUP LLC; INV RELATED; WEST BEND, WI; 25% OWNERSHIP; START: 11/4/2023; 2 HOURS PER MONTH; 0 DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-08 |
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