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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2016-06-03 |
| TX | RA | APPROVED | 2011-01-03 |
Branch Locations
3100 West End Ave 5Th Fl, Nashville, TN 37203 • United States
5415 Maryland Way, Brentwood, TN 37027 • United States
8808 Spring Cypress Rd, Spring, TX 77379 • United States
210 Royal Oaks Blvd, Franklin, TN 37064 • United States
1800 Hughes Landing Blvd Ste 325, The Woodlands, TX 77380 • United States
6075 Poplar Ave Ste 650 [Tv-Rbo], Memphis, TN 38119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | The Woodlands | TX | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | The Woodlands | TX | 11/2016 | Present |
CALLIE ANN HOA, INVT RELATED, BRENTWOOD, TN, TREASURER, START DATE 2/28/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING QUARTERLY MEETINGS TO MAKE DECISIONS ON BUDGET ITEMS FOR HOA. WOODHAVEN FAMILY TRUST ; INV RELATED; LEBANON, TN; MANAGE FARM HOLDINGS ;TRUSTEE; START DATE: 10/06/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-10 |
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