Best Investors Account Sign in
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 1990-09-04
  • TX RA
    APPROVED
    Since 1990-09-04

Branch Locations

100 Crescent Ct Ste 1400, Dallas, TX 75201 • United States

Dallas, TX • United States

Disclosures

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.

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

POWER OF ATTORNEY FOR FATHER; INVESTMENT RELATED; DALLAS, TX; START DATE 4/26/2013; 1 HR PER MONTH; 2 HRS DURING TRADING. TRUSTEE FOR CHRISTENSEN FAMILY TRUST, INV RELATED, DALLAS, TX, START: 9/2013, 5 HOURS PER MONTH/0 DURING TRADING. CHRISTENSEN FAMILY FOUNDATION, INV RELATED, DALLAS, TX, TREASURER, START 1/1/2006, 10 HOURS PER MONTH, ZERO DURING TRADING, FAMILY FOUNDATION.; TRUSTEE FOR FAMILY TRUST, INV RELATED, DALLAS, TX, START: 1/4/1999, 1 HR/MONTH, 1 HR DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-03
S63 Uniform Securities Agent State Law Examination 1988-01-21
  • S65 Uniform Investment Adviser Law Examination
    1997-10-03
  • S63 Uniform Securities Agent State Law Examination
    1988-01-21
Other Names
  • Steve J Christensen

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor