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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 | 2018-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Georgetown | TX | 12/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Georgetown | TX | 11/2016 | Present |
HEB COMMERCIAL; NOT INVESTMENT RELATED; AUSTIN, TX; ACTOR/EXTRA; START 10/1/2015; 10 HOURS/ 0 DURING TRADING. EXECUTOR FOR FATHER; INV RELATED; ROUND ROCK, TX; START 9/26/2017; 5 HRS/MO; 0 DURING TRADING. PZB PROPERTY SOLUTIONS LLC, INV RELATED, ROUND ROCK, TX, 8.33% OWNERSHIP, START 9/25/2019, ZERO HOURS PER MONTH, ZERO DURING TRADING, HOLDS INHERITED RENTAL PROPERTIES. NOTARY PUBLIC, NOT INV RELATED, STATE OF TEXAS, START 8/7/2023, ONE HOUR PER MONTH, ZERO HOURS DUIRNG TRADING, NOTARIZE DOCUMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-02 |
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