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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2011-12-20 |
| TX | RA | APPROVED_RES | 2009-01-08 |
| MO | RA | APPROVED | 2009-01-06 |
Branch Locations
1155 Canyon Blvd [Rq-Rbo], Boulder, CO 80302 • United States
3200 Cherry Creek S Dr Ste 100, Denver, CO 80209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Denver | CO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 11/2016 | Present |
POWER OF ATTORNEY FOR UNCLE; INV. RELATED; STATEN ISLAND, NY; START DATE 2/2020; 1 HR PER MONTH; 0 HRS DURING TRADING. TRUSTEE FOR UNCLE'S TRUST; INV. RELATED; STATEN ISLAND, NY; START DATE 2/2020; 2 HRS PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY; WELL DRILLING; INV. RELATED; LEWISTOWN,MT; 20% OWNERSHIP; START DATE 06/01/2022; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. | SUCCESSOR TRUSTEE FOR A FRIEND ; INV RELATED; DENVER,CO; SUCCESSOR TRUSTEE; START DATE: 01/09/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; TBD TRUST FOR FRIEND SALE; INV RELATED;DENVER,CO; MINOR DAUGHTER NAMED AS BENEFICIARY; TRUST; START DATE: 06/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-19 |
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