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6340 N. Campbell Ave. Suite 270, Tucson, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-03 |
| AZ | RA | APPROVED | 2024-10-04 |
Branch Locations
6340 N. Campbell Ave. Suite 270, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Tucson | AZ | 03/2012 | 11/2016 |
| Wells Fargo Bank N.A. | Tucson | AZ | 09/2007 | 07/2022 |
| Wells Fargo Clearing Services, Llc | Tucson | AZ | 11/2016 | 07/2022 |
| Lpl Financial Llc | Tucson | AZ | 08/2022 | 08/2024 |
| Life Strategy Partners | Tucson | AZ | 09/2024 | Present |
1) Notary - Not Investment related- Tucson, AZ, Start date: 11/17/2019 - 0hrs, not currently offering this service, no activity. 2) Real Estate Rental - Co-Owner - Not Investment Related Tucson, AZ 85745, Start date: 1/1/2020 - 0hrs, silent partner, no activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-08 |
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