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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 | 2011-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Frisco | TX | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Frisco | TX | 11/2016 | Present |
BROCKDALE HOA, NOT INV RELATED, LUCAS, TX, TREASURER, START 5/1/23, 4 HRS PER MONTH, 0 HRS DURING TRADING, APPROVE BUDGET PROPOSED BY MANAGMENT COMPANY; ALLEN INDIAN GUIDES AND PRICESSES, NOT INV REALTED, COLLEYVILLE, TX, TREASURER, START 8/1/24, 5 HRS PER MONTH, 0 HRS DURING TRADING, BUDGETS AND PROVIDING FINANCIAL UPDATES. LOVEJOY INDEPENDENT SCHOOL DISTRICT BOND IMPLEMENTATION ; INV RELATED; ALLEN,TX; FINANCIAL ADVISOR; START DATE: 11/19/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-16 |
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