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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2023-01-05 |
| TX | RA | APPROVED | 2023-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Spartanburg | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Spartanburg | SC | 11/2016 | 01/2023 |
| Wells Fargo Advisors Financial Network, Llc | Spartanburg | SC | 01/2023 | Present |
POWER OF ATTORNEY FOR MOTHER, INV RELATED, SPARTANBURG, SC, START: 8/30/2022, 1 HR/MONTH, 1 HR DURING TRADING.| 1670 WEALTH MANAGEMENT, LLC, INVT RELATED, SPARTANBURG, SC, 70% OWNERSHIP, START DATE 1/6/2023, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE.| REDBUD MINUS TWO LLC, INV RELATED, SPARTANBURG, SC, 70% OWNERSHIP, START 04/23/2024, 10 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE;| MARY BLACK FOUNDATION; NOT INV RELATED; SPARTANBURG, SC; OPPORTUNITIES FOR HEALTH AND WELL-BEING; INV COMMITTEE MEMBER; START DATE 01/01/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING| SUCCESSOR POWER OF ATTORNEY FOR RELATIVE; INV RELATED; SPARTANBURG, SC; START DATE 06/25/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING| REVOCABLE TRUST FOR RELATIVE; INV RELATED; SPARTANBURG, SC; SUCCESSOR CO-TRUSTEE; START DATE 06/25/2025; 1 HOUR PER MONTH; 0 HOURS PDURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-24 |
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