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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-15 |
| TX | RA | APPROVED | 2025-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Tucson | AZ | 07/2025 | Present |
| Ubs Financial Services Inc | Tucson | AZ | 11/2011 | 07/2025 |
1) Name of the Business: Arizona Elks Association/ Address: 916 Charles Dr.Sierra Vista, AZ, United States 85635/ Investment Related: No/ Nature: Elks raise funds to help veterans and children./ Role: Member of a committee with management / supervisor functions/ Duty: I organize soccer contests for children ages 6 to 16. / Start Date: 6/1/2010/ Hours Devoted: Yes / Time Required: N/A. | NEXT STEPS SENIOR LIVING ADVISORS, LLC; NOT INV RELATED; TUCSON, AZ; 25% OWNERSHIP; 07/2012; 1 HOUR PER MONTH; 0 DURING TRADING; ASSISTED LIVING REFERRAL Tucson East Elks Lodge #2532 - Exalted Ruler/President - 615 S Pantano Rd, Tucson AZ 85710 Investment Related: No Nature: Elks raise funds to help veterans and children Role: Role: Member of a committee with management/supervisor functions Duty: administrative decisions of lodge Start Date: 4/1/2025 Hours Devoted: Yes / Time Required: N/A. Next Steps Senior Living Advisors LLC - 7049 E Tanque Verde Rd, Tucson AZ 85715 Investment Related - 25% Ownership Nature: assist elders where they live Role: Role: Member of a committee with management/supervisor functions Duty:nothing Start Date:July 2012 Hours Devoted: Yes / Time Required: N/A
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-26 |
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