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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 |
|---|---|---|---|
| RI | RA | APPROVED | 2022-03-21 |
| TX | RA | APPROVED | 2022-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Boston | MA | 11/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 11/2016 | 03/2021 |
| Wells Fargo Clearing Services, Llc | Plano | TX | 03/2022 | Present |
| Self Employed | Dallas | TX | 03/2021 | 08/2021 |
| Unemployed | Dallas | TX | 09/2021 | 03/2022 |
RENTAL PROPERTY; INV RELATED; ROXBURY, MA; 50% OWNERSHIP; START 7/3/2014; 1 HOUR PER MONTH, 0 DURING TRADING; OWNER. INTERACTION WITH PROPERTY MANAGER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-06 |
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