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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2020-11-09 |
Branch Locations
1700 Lincoln St [Ve-Rbo], Denver, CO 80203 • 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 | 01/2020 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 11/2020 | Present |
| Self-Employed | Denver | CO | 01/2020 | 10/2020 |
RENTAL PROPERTY; INV RELATED; DENVER, CO; 100% OWNERSHIP WITH SPOUSE; START 3/1/2013; 1 HOUR PER MONTH; 0 DURING TRADING; LANDLORD. RENTAL PROPERTY, INV RELATED, WINTERPARK, CO, 100% OWNERSHIP WITH SPOUSE, START 11/6/2017, 5 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. MCA; NOT INV. RELATED; DENVER, CO; ADVISORY BOARD MEMBER; START 12/1/2021; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; VOTE ON OPERATIONAL BUDGETS AND ACT AS ADVISORY COMMITTEE TO EXEC BOARD. RENTAL PROPERTY; INV. RELATED; STEAMBOAT SPRINGS, CO; 50% OWNERSHIP WITH SPOUSE; START 12/22/2021; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; LANDLORD. RENTAL PROPERTY, INV RELATED, NAPLES, FL, 100% OWNERSHIP, START 10/1/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. RENTAL PROPERTY, INV RELATED, CHARLESTON, SC, 100% OWNERSHIP W SPOUSE, START DATE 10/23/2023, 1 HOUR PER MONTH, 0 DURING TRADING, LANDLORD. RENTAL PROPERTY; INV. RELATED; CHARLESTON, SC; 100% OWNERSHIP; START DATE 10/22/2024; 1 HR PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-24 |
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