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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 |
|---|---|---|---|
| WV | RA | APPROVED | 2021-10-22 |
| TX | RA | APPROVED | 2021-10-21 |
Branch Locations
455 Suncrest Towne Center Dr Ste 300, Morgantown, WV 26505 • 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 | Morgantown | WV | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Morgantown | WV | 11/2016 | 10/2021 |
| Wells Fargo Advisors Financial Network, Llc | Morgantown | WV | 10/2021 | Present |
OATES LABRITZ WEALTH MANAGEMENT LLC, INV RELATED, MORGANTOWN, WV, 50% OWNERSHIP, START 5/13/2021, 40 HOURS PER MONTH, 2 HOURS DURING TRADING, FINET PRACTICE. OATES WEALTH MANAGEMENT LLC, INV RELATED, MORGANTOWN, WV, 100% OWNERSHIP, START 8/3/2021, 5 HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. OATES LABRITZ WEALTH MANAGEMENT 401K PSP, INV RELATED, MORGANTOWN, WV, CO-TRUSTEE, START 1/2022, 1 HR PER MONTH, ZERO DURING TRADING, FINET PRACTICE 401K. CHESTNUT RIDGE PROFESSIONAL BUILDING, LLC; NOT INV. RELATED; MORGANTOWN,WV; 30% OWNERSHIP; START DATE 10/31/2022; NUMBER OF HOURS PER MONTH 2, NUMBER OF HOURS DURING TRADING 0; HOLDS COMMERCIAL BUILDING. RENTAL PROPERTY; INV. RELATED; MORGANTOWN,WV; 30% OWNERSHIP; START DATE 10/31/2022; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; CO-OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-20 |
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