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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 | 2019-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Colorado Springs | CO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Colorado Springs | CO | 11/2016 | 09/2019 |
| Wells Fargo Advisors Financial Network, Llc | Colorado Springs | CO | 09/2019 | Present |
CRYSTAL CREEK WEALTH MANAGEMENT LLC, INV RELATED, MONUMENT, CO, 100% OWNERSHIP, START 9/23/2019, 10 HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. CRYSTAL CREEK WEALTH MANAGEMENT I401K, INV RELATED, MONUMENT, CO, TRUSTEE, START 12/2019, 2-4 HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE 401K PLAN. POWER OF ATTORNEY FOR MOTHER; INV. RELATED; COLORADO SPRINGS, CO; START DATE 3/8/2012; LESS THAN 1 HR PER MONTH; LESS THAN 1 HR DURING TRADING. RENTAL PROPERTY, INV RELATED, PONCHA SPRINGS, CO, 100% OWNERSHIP, START 7/13/24, 3 HRS PER MONTH, 0 HRS DURING TRADING, LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-23 |
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