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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2017-08-11 |
| TX | RA | APPROVED_RES | 2017-08-11 |
Branch Locations
805 West Bayou Pines Dr, Lake Charles, LA 70601 • 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 | Lake Charles | LA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lake Charles | LA | 11/2016 | 08/2017 |
| Wells Fargo Advisors Financial Network, Llc | Lake Charles | LA | 08/2017 | Present |
JONES-PRICE WEALTH MANAGEMENT, LLC, INV RELATED, LAKE CHARLES, LA, 27% OWNERSHIP, START: 8/08/2017, 5 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE LLC.; TRUSTEE FOR THE JONES-PRICE WEALTH MANAGEMENT 401K PLAN, INV RELATED, LAKE CHARLES, LA, START: 05/01/2018, 5 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-11-07 |
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