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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2024-11-04 |
| TX | RA | APPROVED_RES | 2024-11-01 |
Branch Locations
900 Nw 139Th St Parkway [Satellite}, Edmond, OK 73013 • United States
434 N. Loop 1604 West Suite 2203, San Antonio , TX 78232 • 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 | Edmond | OK | 10/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Edmond | OK | 11/2016 | 11/2024 |
| Wells Fargo Advisors Financial Network, Llc | Edmond | OK | 11/2024 | Present |
CO-TRUSTEE FOR FATHER, INV RELATED, EDMOND, OK, START 12/26/2021, 6 HRS/MONTH, 0 HRS DURING TRADING. RENTAL PROPERTY, INV RELATED, EDMOND, OK, 100% OWNERHSIP WITH SPOUSE, START 11/1/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. PRICE FINANCIAL CONSULTING LLC; INV RELATED; EDMOND, OK; 100% OWNERSHIP; START DATE 8/5/2024; 180 HOURS PER MONTH; 0 DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-26 |
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