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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 | 2019-05-13 |
| TX | RA | APPROVED | 2019-05-10 |
Branch Locations
51 S Stanfield Rd, Troy, OH 45373 • United States
375 E Horsetooth Rd Bldg 4 Ste 101 [Satellite], Fort Collins, CO 80525 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Fort Collins | CO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Collins | CO | 11/2016 | 05/2019 |
| Wells Fargo Advisors Financial Network, Llc | Fort Collins | CO | 05/2019 | Present |
5941 COMPANY, LLC; NOT INVESTMENT RELATED; FT. COLLINS,CO; 31.5% OWNERSHIP; START DATE 05/10/2019; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; MANAGER/MEMBER.;| TRUSTEE FOR FAMILY TRUST, INV RELATED, FT. COLLINS, CO, START: 2/10/2012, 1 HR/MONTH, 0 HRS DURING TRADING. CRYSTAL BALL FINANCIAL LLC, INVT RELATED, FT.| COLLINS, CO, 100% OWNERSHIP, START DATE 4/12/2019, 1 HR PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE.| CMD COMPANY LLC DBA CAMPBELL MORRISON WEALTH MANAGEMENT, INVT RELATED, FORT COLLINS, CO, 43% OWNERSHIP, START DATE 5/13/2019, 1 HR PER MONTH, 0 HRS DURING TRADING. FINET PRACTICE|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-14 |
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