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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2023-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Owensboro | KY | 10/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Owensboro | KY | 11/2016 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Owensboro | KY | 06/2023 | Present |
REAL ESTATE LICENSE, NOT INV RELATED, STATE OF KENTUCKY, START 9/8/2003, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. BBC CAPITAL INVESTMENT GROUP LLC, INV RELATED, WHITESVILLE, KY, 50% OWNERSHIP, START 5/3/2017, 5 HOURS PER MONTH, ZERO DURING TRADING, HOLDS REAL ESTATE. RENTAL PROPERTY; INV. RELATED; WHITESVILLE, KY; 50% OWNERSHIP; START DATE 9/1/2021; 5 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: OWNER. RENTAL PROPERTY; INV. RELATED; LEXINGTON, KY; 50% OWNERSHIP; START DATE: 9/1/2023; 1 HR PER MONTH; 0 HRS DURING TRADING. SIDDONS WEALTH MANAGEMENT LLC; INV. RELATED; OWENSBORO, KY; 100% OWNERSHIP; FINET PRACTICE; START DATE 6/23/2023; 160 HOURS PER MONTH; 160 HOURS DURING BUSINESS. STILLWATER INVESTMENT GROUP LLC; INV RELATED; WHITESVILLE, KY; RENTAL ;100% OWNERSHIP; START DATE: 06/12/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; | RENTAL PROPERTY -MARTIN; INV RELATED; LEXINGTON, KY; RENTAL ;100% OWNERSHIP; START DATE: 07/07/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; | RENTAL PROPERTY -COMMONWEALTH ; INV RELATED; OWENSBORO, KY; RENTAL ;100% OWNERSHIP; START DATE: 11/06/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; | BME INVESTMENT GROUP LLC ; INV RELATED; OWENSBORO, KY; RENTAL ;50% OWNERSHIP; START DATE: 06/13/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; | RENTAL PROPERTY -DANTZLER; INV RELATED; LEXINGTON, KY; RENTAL ;50% OWNERSHIP; START DATE: 06/16/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-03 |
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