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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-13 |
| CO | RA | APPROVED | 2025-03-06 |
Branch Locations
6400 S Fiddlers Green Cir, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Kennesaw | GA | 03/2016 | 11/2016 |
| Wells Fargo Bank Na | Kennesaw | GA | 07/2006 | 05/2024 |
| Wells Fargo Clearing Services, Llc | Kennesaw | GA | 11/2016 | 02/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwood Village | CO | 02/2025 | Present |
| Bank Of America, N.A. | Greenwood Village | CO | 04/2025 | Present |
I*: 2219314 Entity Type: For Profit Name of OBA: F. B. Investment Related; No Address of OBA: Aurora, CO 80015 Position: Sole OWNERSHIP START date: 10/13/2014 Hours; 10 HOURS PER MONTH Hours during trading hours: 0 Duties: PROVIDING HEALING SESSIONS AND REIKI CERTIFICATION CLASSES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-10 |
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