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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 | 2015-07-16 |
Branch Locations
1800 Hughes Landing Blvd Ste 300, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | The Woodlands | TX | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | The Woodlands | TX | 11/2016 | Present |
TRUSTEE OF PARENTS TRUST; INV. RELATED; MONTGOMERY, TX; START DATE 10/28/1997; 0 HRS PER MONTH. CO-TRUSTEE OF DESCENDANTS TRUST FBO SELF; INV. RELATED; HOUSTON, TX; START DATE 11/24/2007; 0 HRS PER MONTH. CO-TRUSTEE OF DESCENDANTS TRUST FBO SISTER; INV. RELATED; HOUSTON, TX; START DATE 11/24/2007; 0 HRS PER MONTH. TRUSTEE FOR PARENTS' TRUST FBO 2 SONS; INV RELATED; MONTGOMERY, TX; START: 12/23/13; .25 HR/MO; .1 HR DURING TRADING.; TRUSTEE FOR SON'S TRUST, INV RELATED, THE WOODLANDS, TX, START: 9/18/2019, 0 HRS/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR SON'S TRUST, INV RELATED, THE WOODLANDS, TX, START: 9/18/2019, 0 HRS/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-16 |
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