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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 | 2010-07-02 |
| AZ | RA | APPROVED | 2007-07-12 |
Branch Locations
2425 E Camelback Rd Ste 1050, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Phoenix | AZ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Phoenix | AZ | 11/2016 | Present |
VITALYST HEALTH FOUNDATION(TAPAZ), NOT INV RELATED, PHOENIX, AZ, AUDIT FINANCE COMMITTEE MEMBER, START 9/1/24, 2 HRS PER MONTH, 2 HRS DURING TRADING, REVIEW RECOMMENDATIONS ON CHANGES TO PORTFOLIO INVESTMENTS, REVIEW AND APPROVED THE BUDGET; US SOCCER, NOT INV RELATED, CHICAGO, IL, REFEREE, START 11/29/24, 6 HRS PER MONTH, 0 HRS DURING TRADING, REFEREE FOR YOUTH SOCCER;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-11 |
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