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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 | 2008-01-01 |
Branch Locations
2113 Knickerbocker Rd, San Angelo, TX 76904 • United States
508 West Wall Ste 1050, Midland, TX 79701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Angelo | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Angelo | TX | 11/2016 | Present |
RIO CONCHO RETIREMENT COMMUNITIES, INVT RELATED, SAN ANGELO, TX, FINANCE COMMITTEE, START DATE 12/2/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, OVERSEE AND APPROVE USE OF DESIGNATED TRUST FUNDS AND MONITOR PROPER INVESTMENT OF ALL TRUST FUNDS PER INVESTMENT POLICY STATEMENT. SIERRA VISTA UNITED METHODIST CHURCH; INV RELATED; SAN ANGELO,TX; CHURCH; FINANCE COMMITTEE MEMBER; START DATE: 01/27/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-04-17 |
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