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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 |
|---|---|---|---|
| WV | RA | APPROVED | 2021-10-29 |
| TX | RA | APPROVED | 2021-10-22 |
Branch Locations
455 Suncrest Towne Center Dr Ste 300, Morgantown, WV 26505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Morgantown | WV | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Morgantown | WV | 11/2016 | 10/2021 |
| Wells Fargo Advisors Financial Network, Llc | Morgantown | WV | 10/2021 | Present |
OATES LABRITZ WEALTH MANAGEMENT LLC, INV RELATED, MORGANTOWN, WV, 50% OWNERSHIP, START 5/13/2021, 40 HOURS PER MONTH, 2 HOURS DURING TRADING, FINET PRACTICE. LABRITZ WEALTH MANAGEMENT LLC, INV RELATED, MORGANTOWN, WV, 100% OWNERSHIP, START 7/1/2021, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. CO-TRUSTEE FOR THE OATES LABRITZ WEALTH MANAGEMENT 401K, INV RELATED, MORGANTOWN, WV, START 1/1/2022, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-25 |
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