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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 | 2019-05-10 |
| TX | RA | APPROVED | 2019-05-10 |
Branch Locations
51 S Stanfield Rd, Troy, OH 45373 • United States
375 E Horsetooth Rd Bldg 4 Ste 101 [Satellite], Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Fort Collins | CO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Collins | CO | 11/2016 | 05/2019 |
| Wells Fargo Advisors Financial Network, Llc | Fort Collins | CO | 05/2019 | Present |
5941 COMPANY LLC, INV RELATED, FORT COLLINS, CO, 45% OWNERSHIP, START 1/1/2019, 1 HOUR PER MONTH, ZERO DURING TRADING, FINET PRACTICE OFFICE BUILDING LLC.; CMD COMPANY LLC DBA CAMPBELL MORRISON WEALTH MANAGEMENT, INV RELATED, FORT COLLINS, CO, 57% OWNERSHIP, START: 5/13/2019, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE LLC.; LAD3 COMPANY LLC, INV RELATED, FORT COLLINS, CO, 100% OWNERSHIP, START: 4/12/2019, 0 HRS/MONTH, 0 HRS DURING TRADING, LLC CREATED TO BE PART OWNER OF FINET PRACICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-18 |
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