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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 | 2013-03-28 |
| WA | RA | APPROVED | 2013-03-28 |
Branch Locations
7900 Se 28Th St Ste 300, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Mercer Island | WA | 03/2013 | Present |
CO-TRUSTEE FOR BUTLER WEALTH MANAGEMENT, LLC 401K PLAN; INV RELATED; MERCER ISLAND, WA; START: 12/2/13; 1 HR/MO; 1 DURING TRADING. BUTLER WEALTH MANAGEMENT LLC, INV RELATED, MERCER ISLAND, WA, 50% OWNERSHIP, START 3/1/2013, 40 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE.; PERSONAL REP FOR MOTHER, INV RELATED, BELLEVUE, WA, START: 08/19/2021, 0 HRS MNTH/0 HRS DURING TRADING. EXECUTOR FOR FATHER'S ESTATE; INV. RELATED; BELLEVUE, WA; START DATE 12/18/2023;10 HRS PER MONTH; 0 HRS DURING TRADING. TRUSTEE FOR BROTHER'S TRUST; INV. RELATED; BELLEVUE, WA; START DATE 12/20/2023; 1 HR PER MONTH; .25 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-03 |
| S66 | Uniform Combined State Law Examination | 1998-02-04 |
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