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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED | 2013-02-12 |
| OK | RA | APPROVED | 2013-01-07 |
Branch Locations
3540 S Boulevard St Ste 110, Edmond, OK 73013 • United States
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
Yukon, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Oklahoma City | OK | 11/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oklahoma City | OK | 11/2016 | Present |
WEST LONG INVESTMENTS LLC, INV RELATED, OKLAHOMA CITY, OK, 100% OWNERSHIP WITH SPOUSE, START 1/31/2014, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, TO HOLD INVESTMENTS IN RESTUARANT AND PROPERTY. COMMERCIAL RENTAL PROPERTY, INV RELATED, OKLAHOMA CITY, OK, 100% OWNERSHIP, START 7/1/2019 , 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HELD UNDER WEST LONG INVESTMENTS LLC. FLEX FARM LLC ; NOT INV RELATED; YUKON, OK; REAL ESTATE HOLDING ;50% OWNERSHIP; START DATE: 09/16/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-17 |
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