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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 | 2019-09-04 |
| CO | RA | APPROVED | 2002-09-03 |
Branch Locations
5613 Dtc Pkwy Ste 1000, Greenwood Village, CO 80111 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greenwood Village | CO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenwood Village | CO | 11/2016 | Present |
FAMILY TREE COLORADO, INVT RELATED, WHEATRIDGE, CO, FINANCE COMMITTEE MEMBER, START DATE 8/17/2023, 0.5 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, DISCUSSING AND REVIEWING FINANCIAL STATEMENTS, FORECASTS, OPERATING AND CAPITAL BUDGET, PROJECTS AND CASH FLOOWS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-17 |
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