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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_RES | 2014-04-17 |
| TN | RA | APPROVED | 2008-01-01 |
Branch Locations
1833 W Morris Blvd Ste 201, Morristown, TN 37813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Morristown | TN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Morristown | TN | 11/2016 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; MORRISTOWN, TN; 100% OWNERSHIP WITH SPOUSE; START 10/1/2013; 2 HOURS DEVOTED PER MONTH; NONE DURING TRADING HOURS. COMMERCIAL RENTAL PROPERTY, INV RELATED, MORRISTOWN, TN, 50% OWNERSHIP, START 6/27/2020, 1 HOUR PER MONTH, ZERO DURING TRADING. RENTAL PROPERTY; INV. RELATED; MORRISTOWN,TN; 100% OWNERSHIP; START DATE 12/01/2022; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY; INV. RELATED; MORRISTOWN, TN; OWNER; START DATE 11/2023; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: MANAGE PROPERTY. RENTAL PROPERTY - 1171; INV RELATED;MORRISTOWN,TN; PROPERTY ;50% OWNERSHIP; START DATE: 03/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 370 FULLER ESTATE CIRCLE; INV RELATED;MORRISTOWN,TN; RESIDENTIAL RENTAL INCOME;50% OWNERSHIP; START DATE: 07/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-04 |
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