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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 | 2023-03-09 |
Branch Locations
1155 Canyon Blvd Suite 210, Boulder, CO 80302 • 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 Clearing Services, Llc | Boulder | CO | 11/2016 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Boulder | CO | 03/2023 | Present |
| Wells Fargo Advisors Llc | Boulder | CO | 05/2009 | 11/2016 |
ASCENT WEALTH PARTNERS, LLC, INV RELATED, BOULDER, CO, 5% OWNERSHIP, START: 3/10/2023, 240 HRS/MONTH, 8 HRS DURING TRADING, FINET PRACTICE. JAY P MCMAHON AWP, LLC; INV. RELATED; BOULDER,CO; 100% OWNERSHIP; START DATE 03/10/2023; NUMBER OF HOURS PER MONTH 40; NUMBER OF HOURS DURING TRADING 40; PASS THROUGH FOR FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-09 |
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