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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 | 2023-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Longview | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Longview | TX | 11/2016 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Longview | TX | 06/2023 | Present |
FRED IRWIN, LLC, INVT RELATED, LONGVIEW, TX, 100% OWNERSHIP, START 6/1/2023, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE.| EVANGELICAL PRESBYTERIAN CHURCH LONGVIEW, INV RELATED, LONGVIEW, TX, FINANCE COMMITTEE MEMBER, START 1/1/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, REVIEWING FINANCES AND BUDGET FOR OPERATIONS AND POLICY.| PS2911, LLC; INV RELATED; LONGVIEW, TX; OWN REAL ESTATE; 15% OWNERSHIP; START DATE 01/10/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING ; FINET PRACTICE| COMMERCIAL PROPERTY; INV RELATED; LONGVIEW, TX; WEALTH MANAGEMENT PRACTICE; 15% OWNERSHIP; START DATE 02/01/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING ; FINET PRACTICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-10 |
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