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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 | 2011-02-24 |
Branch Locations
5858 New Copeland Rd [Profit Formula], Tyler, TX 75703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Tyler | TX | 02/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tyler | TX | 11/2016 | Present |
RENTAL FARMLAND, INV RELATED, ARGONIA, KS, 100% OWNERSHIP WITH SPOUSE, START 3/13/2017, ZERO HOURS PER MONTH, LEASE LAND TO FARMERS FOR INCOME. RENTAL PROPERTY RAW FARMLAND, INV RELATED, CALDWELL, KS, 100% OWNERSHIP WITH SPOUSE, START 5/30/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, NO DUTIES. JDAVIS DESIGNS; NOT INVESTMENT RELATED; TYLER,TX; 100% OWNERSHIP BY SPOUSE; START DATE 02/06/2018; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; SPOUSAL OWNERSHIP. RENTAL PROPERTY; INV RELATED; SOUTH HAVEN, KS; 100% OWNERSHIP W/ SPOUSE; START DATE 9/27/2023; 0 DURING TRADING; RECREATION. RENTAL FARMLAND; INV RELATED;WELLINGTON,KS; RENTAL FARMLAND AND RECREATIONAL;100% OWNERSHIP; START DATE: 07/15/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; THOMAS AND SARAH DAVIS LIVING TRUST -; INV RELATED;TYLER,TX; TRUSTEE;TRUSTEE/CO-TRUSTEE% OWNERSHIP; START DATE: 8/10/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-11 |
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