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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 | 2024-03-26 |
| TX | RA | APPROVED_RES | 2015-04-28 |
Branch Locations
5613 Dtc Parkway 9Th Fl [Mb-Rbo], Greenwood Village, CO 80111 • United States
6733 S University Blvd, Littleton, CO 80122 • United States
7360 S Yosemite St, Centennial, CO 80112 • 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 | Denver | CO | 11/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, DENVER, CO, 100% OWNER WITH SPOUSE, START: 11/20/2014, 0 HOURS, NO DUTIES. RENTAL PROPERTY VIA TURO, INV RELATED, SAN FRANCISCO, CA, 100% OWNERSHIP, START 11/16/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, RENTING AUTOMOBILES VIA TURO. LYFT; NON INV RELATED; DENVER, CO; DRIVER; START: 3/2019; 20 HRS/MO; 0 DURING TRADING. GRUB HUB, NOT INVT RELATED, DENVER, CO, DELIVERY DRIVER, START DATE 1/8/2020, 5 HRS PER MONTH, 0 HRS DURING TRADING, DRIVER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-08 |
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