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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2011-12-19 |
| CO | RA | APPROVED | 2011-12-19 |
Branch Locations
320 S Lincoln Ave 1St Fl, Steamboat Springs, CO 80487 • United States
1700 Lincoln St 10Th & 11Th Fls [Ma/Md-Rbo], Denver, CO 80203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Steamboat Springs | CO | 12/2011 | Present |
| Wells Fargo Advisors, Llc | Steamboat Springs | CO | 12/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Steamboat Springs | CO | 11/2016 | Present |
MTNSTYL, LLC, NOT INV RELATED, STEAMBOAT SPRINGS, 100% OWNERSHIP WITH SPOUSE, START 8/19/2019, 8 HOURS PER MONTH, ZERO DURING TRADING, SPOUSE'S INTERIOR DESIGN AND REAL ESTATE BUSINESS, HELPIING WITH FINANCE ACTIVITIES, LIFTING/MOVING MATERIAL FOR DESIGN. STEAMBOAT SPRINGS YOUTH BASEBALL ASSOCIATION; NOT INV. RELATED; STEAMBOAT SPRINGS, CO; TREASURER; START DATE 6/2023; 4 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES ATTEND MEETINGS, WRITING CHECKS TO COVER EXPENSES, REIMBURSEMENTS, CODING EXPENSES, KEEPING TRACK OF FUNDS, MAKING PURCHASES AND UPDATING BOARD ON BUDGET AND UPCOMING EXPENSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-23 |
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