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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2024-04-19 |
| TX | RA | APPROVED | 2019-11-05 |
| CA | RA | APPROVED | 2014-03-13 |
Branch Locations
1999 Avenue Of The Stars Ste 2200, Los Angeles, CA 90067 • United States
Mt. Crested Butte, CO • 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 | Century City | CA | 03/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Century City | CA | 11/2016 | Present |
MILLER & MILLER LLP, INV RELATED, NEW YORK CITY, NY, 4.17% OWNER, START: 11/2013, 0 HOURS, DUTIES: NONE.; TRUSTEE FOR FATHER'S TRUST, INV RELATED, LAKE WORTH, FL, START: 9/4/2022, 4 HRS/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR PARENT, INV RELATED, LAKE WORTH, FL, START: 9/27/2022, 3 HRS/MONTH, 0 HRS DURING TRADING. GUNNISON VALLEY COMMUNITY FOUNDATION; INV RELATED;GUNNISON,CO; COMMUNITY SUPPORT; INVESTMENT COMMITTEE MEMBER; START DATE: 02/28/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-27 |
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