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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2023-04-19 |
| DC | RA | APPROVED | 2023-04-13 |
| TX | RA | APPROVED | 2023-04-10 |
Branch Locations
Washington, DC • United States
1450 Twin Lakes Avenue Suite 202, Bozeman, MT 59718 • United States
180 Admiral Cochrane Drive Suite 210 [Satellite], Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Washington | DC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 11/2016 | 04/2023 |
| Wells Fargo Advisors Financial Network, Llc | Washington | DC | 04/2023 | Present |
RENTAL PROPERTY; INV RELATED; WASHINGTON DC; 50% OWNERSHIP; 9/1/2011 START; 1 HR PER MONTH, NOT DURING TRADING HOURS.;| TRUSTEE FOR PARENT'S TRUST, INV RELATED, BOZEMAN, MT, START: 5/3/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING.;| PARNES GP, LLC; INV RELATED; ANNAPOLIS, MD; 90% OWNERSHIP; START DATE 06/02/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING ; FORMED IN ORDER TO SELL 10% TO STSGP
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-12-28 |
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