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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 | 2011-01-03 |
Branch Locations
8115 Preston Rd Ste 300 [Vb-Rbo], Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Irving | TX | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Irving | TX | 11/2016 | Present |
KELLER UNITED METHODIST CHURCH, INV RELATED, KELLER, TX, ENDOWMENT COMMITTEE MEMBER, START 3/1/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, DISCUSSING CREATION OF THE ENDOWMENT, ESTABLISHING CONTRIBUTION AND GIFTING GUIDELINES. WRIGHT BROTHERS PROPERTIES LLC; INV RELATED; KELLER, TX, 50% OWNERSHIP; START 01/01/2024; 4 HOURS PER MONTH; 0 HOURS DURING TRADING; DUTIES; TO BUY HOLD & RENT PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-03-06 |
| S65 | Uniform Investment Adviser Law Examination | 2003-02-28 |
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