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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 | 2022-09-09 |
Branch Locations
1700 E Putnam Ave Ste 200, Old Greenwich, CT 06870 • United States
5560 Tennyson Plwy Ste 130 [Satellite], Plano, TX 75024 • 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 | Plano | TX | 08/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Plano | TX | 11/2016 | 09/2022 |
| Wells Fargo Advisors Financial Network, Llc | Plano | TX | 09/2022 | Present |
H2O ENTERPRISES LLC, NOT INV RELATED, PROSPER, TX, 100% OWNERSHIP, START 3/1/2022, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS CAR WASH BUSINESSES.| AUTO SHINE, NOT INV RELATED, MCALESTER, OK, 100% OWNERSHIP, START 3/1/2022, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, CAR WASH BUSINESS. | CAR WASH, NOT INV RELATED, MCALESTER, OK, 100% OWNERSHIP, START 3/1/2022, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, CAR WASH BUSINESS.| WILLOW BEND WEALTH MANAGEMENT LLC, INV RELATED, PROSPER, TX, 33.33% OWNERSHIP, START 9/10/2022, 50 HOURS PER MONTH, 40 HOURS DURING TRADING, FINET PRACTICE.| JHOOF ENTERPRISES LLC, INV RELATED, PROSPER, TX, 100% OWNERSHIP, START 9/12/2022, 50 HOURS PER MONTH, 50 HOURS DURING TRADING, FINET PRACTICE.| DOROTHY JENNINGS ESTATE; NOT INV RELATED; PLANO, TX; ESTATE; CO-EXECUTOR; START DATE 02/03/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING| HOOFNAGLE GP, LLC; INV RELATED; PROSPER, TX; MERCHANT CASH AND STOCK DEAL; 90% OWNERSHIP; START DATE 07/21/2025; 2 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-23 |
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