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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 | 2015-04-30 |
| NE | RA | APPROVED | 2011-12-23 |
Branch Locations
6003 Old Cheney Rd Ste 200, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lincoln | NE | 12/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lincoln | NE | 11/2016 | Present |
ST PETER CATHOLIC CHURCH; NOT INV. RELATED; LINCOLN, NE; FINANCE COUNCIL MEMBER; START DATE 8/27/2024; LESS THAN 2 HOURS PER QUARTER; 0 HOURS DURING TRADING HOURS; DUTIES: ATTEND MEETINGS, ASSIST PRIEST IN ALL ASPECTS OF THE PARISH'S FINANCE ADMINISTRATION AND LOOK AT BUDGET AND RECEIPTS AND PROVIDE INPUT AS TO PRIORITY SPENDING FOR THE CHURCH AND ITS MINISTRIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-01 |
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