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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_RES | 2017-05-10 |
| AZ | RA | APPROVED | 2012-02-27 |
Branch Locations
3945 E. Paradise Falls Dr Ste 261, Tucson, AZ 85712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Tucson | AZ | 12/2011 | Present |
TRUSTEE FOR FINET PRACTICE 401K PLANS FBO ASSOCIATES AND SELF; INV. RELATED; TUCSON, AZ; START 9/2017; 1 HR PER MONTH; 0 HRS DURING TRADING. BURK HALL & CO LLC, INV RELATED, TUCSON, AZ, 40% OWNERSHIP, START 9/14/2021, 200 HOURS PER MONTH, 200 HOURS DURING TRADING, FINET PRACTICE.; TRUSTEE FOR FINET PRACTICE 401K PLAN FBO ASSOCIATE; INV. RELATED; TUCSON, AZ; START 4/2022; 1 HR PER MONTH; 0 HRS DURING TRADING.; TRUSTEE FOR FINET PRACTICE 401K PLAN FBO ASSOCIATE; INV. RELATED; TUCSON, AZ; START 7/2022; 1 HR PER MONTH; 0 HRS DURING TRADING.; BHC LEGACY LLC, INV RELATED, TUCSON, AZ, 40% OWNERSHIP, START 3/27/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.; BURK HALL HOLDCO LLC, INV RELATED, TUCSON, AZ, 40% OWNERSHIP, START 6/6/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.; TRUSTEE FOR BHC 401K FBO ASSOCIATE, INV RELATED, TUCSON, AZ, START: 1/24/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-03 |
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