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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 | 2015-03-30 |
| CO | RA | APPROVED | 2014-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Louisville | CO | 08/2013 | Present |
AIM SMALL LLC; INV RELATED; WESTMINSTER, CO; 100% OWNERSHIP; START 1/1/2021; 1 HOUR PER MONTH; ZERO HOURS DURING TRADING; HOLDS REAL ESTATE. TRAILHEAD WEALTH MANAGEMENT LLC; INV RELATED; LOUISVILLE, CO; 4% OWNERSHIP; START 1/1/2022; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; FINET PRACTICE. TWM LEGACY PARTNERS LLC; INV RELATED; LOUISVILLE, CO; 4% OWNERSHIP; START 1/11/2024; 175 HRS PER MONTH; 100 HRS DURING TRADING; FINET LLC FOR SUCCESSION PLANNING. TWM DE HOLDINGS LLC, INV RELATED, LOUISVILLE, CO, 3.2% OWNERSHIP, START 3/15/2024, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE. COMMERCIAL PROPERTY - CURRENTLY - WILDWOOD; INV RELATED; LOUISVILLE, CO; COMMERCIAL PROP;100% OWNERSHIP; START DATE: 04/01/2025; 5 HRS PER MONTH; 5 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-04 |
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