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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 | 2014-10-31 |
Branch Locations
17 Cowboys Way Ste 500 [Yf-Rbo], Frisco, TX 75034 • United States
17 Cowboys Way Ste 500, Frisco, TX 75034 • 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 | Addison | TX | 09/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Addison | TX | 11/2016 | Present |
RENTAL PROPERTY; INV. RELATED; ROCKWALL,TX; 100% OWNERSHIP; START DATE 09/17/2021; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; LANDLORD.; RENTAL PROPERTY, INV RELATED, BROKEN BOW, OK, 100% OWNERSHIP WITH SPOUSE, START: 5/16/2022, 0 HRS/MONTH, 0 HRS DURING TRADING, HOME OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-27 |
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