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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-08-28 |
| TX | RA | APPROVED_RES | 2023-08-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Alpharetta | GA | 11/2008 | 08/2023 |
| Wells Fargo Advisors Financial Network, Llc | Alpharetta | GA | 08/2023 | Present |
VH HOLDINGS, INC; INV REALTED; CUMMING, GA; 33% OWNERSHIP; START 08/18/2023; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; FAMILY REAL ESTATE HOLDINGS. 1858 HAVEN PRIVATE WEALTH LLC, INV RELATED, ALPHARETTA, GA, 50% OWNERSHIP, START 7/31/2023, 50 HOURS PER MONTH, 12 HOURS DURING TRADING, FINET PRACTICE. VAN HORN GROUP LLC, INV RELATED, ALPHARETTA, GA, 70% OWNERSHIP, START 8/21/2023, 10 HOURS PER MONTH, 2 HOURS DURING TRADING, FINET PRACTICE. HIDDEN POINT LLC, INV RELATED, ALPHARETTA, GA, 100% OWNERSHIP, START 8/21/2023, 200 HOURS PER MONTH, 14 HOURS DURING TRADING, FINET PRACTICE. DRAPER COVE, LLC; INV RELATED; ALPHARETTA, GA; 33% OWNERSHIP; START: 10/03/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING; ESTATE PLANNING PURPOSES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-07 |
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