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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 | 2004-09-09 |
Branch Locations
550 Reserve St., Ste 500 Granite Place, Southlake, TX 76092 • United States
Rockwall, TX • 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 Advisors Llc | Fort Worth | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 11/2016 | Present |
CITY OF ROCKWALL ARCHITECTURAL REVIEW BOARD; NOT INV. RELATED; ROCKWALL, TX; BOARD MEMBER; START DATE 1/9/2024; 4 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS, PROVIDE PROFESSIONAL RECOMMENDATIONS REGARDING SITE PLANS AND BUILDING ELEVATIONS SUBMITTED WITH CITY ZONING DISTRICTS, REVIEW DEVELOPER CHANGES AND SUMMARIZE FOR PLANNING AND ZONING. | CHILDREN'S ADVOCACY CENTER FOR ROCKWALLCOUNTY; NOT INVESTMENT RELATED; ROCKWALL, TX; TREASURER; 10/01/24; 12 HOURS PER MONTH; NO HOURS DURING TRADING HOURS; HELP CHILDREN IMPACTED BY ABUSE REPUBLICAN PARTY OF ROCKWALL COUNTY; INV RELATED;ROCKWALL,TX; TO GET OUT THE VOTE AND INFORM CITIZENS OF POLITICAL ISSUES THAT FACE THE COUNTY.; TREASURER; START DATE: 06/30/2026; 8 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-11-15 |
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