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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2022-08-19
TX RA APPROVED 2022-08-19
  • OK RA
    APPROVED
    Since 2022-08-19
  • TX RA
    APPROVED
    Since 2022-08-19

Branch Locations

434 N. Loop 1604 West Suite 2203, San Antonio , TX 78232 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2001-04-12 → 2022-08-19
    Corpus Christi, TX
    Oklahoma City, OK
    Corpus Christi, TX
    Oklahoma City, OK
    Oklahoma City, OK
    San Antonio, TX
    San Antonio, TX
Other Businesses

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;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-25
S63 Uniform Securities Agent State Law Examination 1998-08-20
  • S65 Uniform Investment Adviser Law Examination
    1998-08-25
  • S63 Uniform Securities Agent State Law Examination
    1998-08-20
Other Names
  • Rick Folmar

View on SEC IAPD

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