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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_RES | 2021-11-17 |
| CA | RA | APPROVED | 2016-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Fresno | CA | 08/2016 | Present |
ENCORE INVESTMENT CONSULTANTS LLC, INV RELATED, FRESNO, CA, 16.66% OWNERSHIP, START: 8/25/2022, 160 HOURS PER MONTH, 6 HOURS DURING TRADING, FINET PRACTICE. GIBSON FINANCIAL GROUP INC., INV RELATED, FRESNO, CA, 50% OWNERSHIP, START 8/19/2019, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE. CO-TRUSTEE FOR ENCORE INVESTMENT CONSULTANTS 401K; INV RELATED; FRESNO, CA; FOR FINET PRACTICE EMPLOYEES; START: 2/2019; .25 HR/MO; 0 DURING TRADING.; CO-TRUSTEE FOR ENCORE INVESTMENT CONSULTANTS 401K (2 INDIVIDUALS), INV RELATED, FRESNO, CA, START: 9/2/2022, 1 HR/MONTH, 0 HRS DURING TRADING.; CO-TRUSTEE FOR ENCORE INVESTMENT CONSULTANTS 401K (1 INDIVIDUAL), INV RELATED, FRESNO, CA, START: 11/04/2022, 1 HR/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-14 |
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