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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 | 2024-08-16 |
Branch Locations
1600 Highway 6 South Suite 425, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Houston | TX | 05/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2016 | 08/2024 |
| Wells Fargo Advisors Financial Network, Llc | Houston | TX | 08/2024 | Present |
BEACON TREE WEALTH MANAGEMENT ; NOT INV RELATED; SUGAR LAND; WEALTH MANAGEMENT, INVESTMENT ;100% OWNERSHIP; START DATE: 08/16/2024; 40 HRS PER MONTH; 40 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-23 |
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