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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 | 2023-03-09 |
Branch Locations
1325 Dry Creek Drive Suite 203 [Satellite], Longmont, CO 80503 • United States
1155 Canyon Blvd Suite 210, Boulder, CO 80302 • 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 | Longmont | CO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Longmont | CO | 11/2016 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Longmont | CO | 03/2023 | Present |
RENTAL PROPERTY; INV. RELATED; LONGMONT, CO; 100% OWNERSHIP; START 1/1/08; 2 HRS PER MONTH; 0 DURING TRADING; OWNER. RENTAL PROPERTY; INV. RELATED; LONGMONT, CO; 100% OWNERSHIP; START 7/31/12; 1 HR PER MONTH; 0 DURING TRADING; OWNER. RENTAL PROPERTY, INV. RELATED, SCOTTSDALE, AZ, 50% OWNERSHIP, START 6/5/2020, 2 HOURS PER MONTH, ZERO DURING TRADING; OWNER. ASCENT WEALTH PARTNERS, LLC, INV RELATED, BOULDER, CO, 5% OWNERSHIP, START: 1/1/2023, 160 HRS/MONTH, 6.5 HRS DURING TRADING, FINET PRACTICE. LEON R KOOB AWP LLC, INV RELATED, FIRESTONE, CO, 100% OWNERSHIP, START: 03/10/2023, 160 HRS/MONTH, 6.5 HRS DURING TRADING, PASS THROUGH FOR FINET PRACTICE. COMMERCIAL RENTAL PROPERTY - 1325; INV RELATED;LONGMONT,CO; RENTAL;50% OWNERSHIP; START DATE: 03/26/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-27 |
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