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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2022-08-19 |
| TX | RA | APPROVED | 2022-08-19 |
Branch Locations
434 N. Loop 1604 West Suite 2203, San Antonio , TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Oklahoma City | OK | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oklahoma City | OK | 11/2016 | 08/2022 |
| Wells Fargo Advisors Financial Network, Llc | Tyler | TX | 08/2022 | Present |
FOLMAR FAMILY RANCH, NOT INV RELATED, GEORGE WEST, TX, 100% OWNERSHIP, START 10/1/2016, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, LIVESTOCK RANCHING.| FOLMAR FAMILY PROPERTIES LLC, NOT INV RELATED, BOERNE, TX, 100% OWNERSHIP, START 12/4/2020, 5 HOURS PER MONTH/0 DURING TRADING, DUTIES: PASSIVE OWNERSHIP OF MIDAS BUSINESSES.| FOLMAR ENTERPRISES LLC, INV RELATED, SAN ANTONIO, TX, 100% OWNERSHIP, START 5/13/2022, 160 HOURS PER MONTH, 7 HOURS DURING TRADING, FINET PRACTICE.;| TRUSTEE FOR CONSERVANT FINANCIAL, LLC 401K, INV RELATED, SAN ANTONIO, TX, START: 2/1/2023, 2 HOURS/MONTH, 2 HOURS DURING TRADING, FINET PRACTICE 401K.| FOLMAR FAMILY PROPERTIES INC, NOT INV RELATED, BOERNE, TX, 100% OWNERSHIP, START 1/10/2024, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS LLC AND MIDAS BUSINESSES. | FOLSOM HOLDINGS, LLC; INV. RELATED; OKLAHOMA CITY, OK; 50% OWNERSHIP; LLC FOR FINET OFFICE; START DATE 8/9/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; DUTIES: CO-OWNER. | BROTHER IN LAW DEFEERED SALES TRUST ; INV RELATED; SOUTHLAKE,TX; TRUSTEE/CO-TRUSTEE; START DATE: 12/29/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; | CONSERVANT FINANCIAL, LLC ; INV RELATED; SAN ANTONIO,TX; LLC;79% OWNERSHIP; START DATE: 03/01/2023; 150 HRS PER MONTH; 150 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-20 |
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