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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 | 2023-05-12 |
Branch Locations
1700 E Putnam Ave Ste 200, Old Greenwich, CT 06870 • United States
3998-C Hwy 290 East [Satellite], Dripping Springs, TX 78620 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Austin | TX | 06/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Austin | TX | 11/2016 | 05/2023 |
| Wells Fargo Advisors Financial Network, Llc | Dripping Springs | TX | 05/2023 | Present |
DRIFTWOOD WEALTH PARTNERS LLC, INV RELATED, DRIPPING SPRINGS, TX, 100% OWNERSHIP, START 1/19/2023, 160 HOURS PER MONTH, 130 HOURS DURING TRADING, FINET PRACTICE. DASQUIRE DWP LLC, INV RELATED, DRIPPING SPRINGS, TX, 100% OWNERSHIP, START 1/27/2023, 160 HOURS PER MONTH, 130 HOURS DURING TRADING, FINET PRACTICE. RENTAL PROPERTY, INV RELATED, DRIFTWOOD, TX, 100% OWNERSHIP, START 3/11/2014, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING. DSQUIRE GP, LLC ; INV RELATED; DRIFTWOOD,TX; MERCHANT CASH AND STOCK DEAL;90% OWNERSHIP; START DATE: 02/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-31 |
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