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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_RES | 2012-08-14 |
| KS | RA | APPROVED | 2012-08-02 |
Branch Locations
300 S Main, Wichita, KS 67202 • United States
Wichita, KS • 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 | Wichita | KS | 07/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wichita | KS | 11/2016 | Present |
33.3% OWNERSHIP IN COMMERICIAL PROPERTY WITH FAMILY, INVESTMENT RELATED, SEDGWICK KS, CURRRENTLY NO DUTIES OR TIME DEVOTED, START DATE 4/2/2013 - BLUE SKY INVESTMENT CLUB, MEMBER, KS, 1 HOUR PER MONTH DEVOTED.; TRUSTEE FOR PARENTS, INV RELATED, SEDGWICK, KS, START: 10/25/2021, 10 HRS/MONTH, 0 HRS DURING TRADING.; ELEVATE CO WORKING, LLC DBA ELEVATE CO WORKING; NOT INV. RELATED; WICHITA,KS; 27% OWNERSHIP; START DATE 12/01/2022; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; REAL ESTATE.; RENTAL PROPERTY; INV. RELATED; WICHITA,KS; 27% OWNERSHIP; START DATE 12/01/2022; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER.; ELEVATE COWORKING, LLC, INV RELATED, WICHITA, KS, 20% OWNERSHIP, START: 5/31/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, HOLDING REAL ESTATE PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-18 |
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