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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 | 2021-04-07 |
| DE | RA | APPROVED | 2014-12-16 |
Branch Locations
1013 Centre Rd Ste 229, Wilmington, DE 19805 • United States
110 Anglers Rd Ste 105A [Satellite], Lewes, DE 19958 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Wilmington | DE | 12/2014 | Present |
BEARTOOTH INVESTMENTS, LLC DBA HEIRLOOM WEALTH ADVISORS; INV. RELATED; WILMINGTON,DE; 6% OWNERSHIP; START DATE 1/1/2022; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 130; FINET PRACTICE. BEAR TOOTH ACQUISITIONS, LLC DBA MURPHY WEALTH MANAGEMENT, LLC, INVT RELATED, WILMINGTON, DE, 6% OWNERSHIP, START DATE 6/1/2023, NUMBER OF HERS PER MONTH AND DURING TRADING IS VARIOUS, FINET PRACTICE. HEIRLOOM AFFILIATE MANAGEMENT LLC; INV RELATED; WILMINGTON, DE; 6% OWNERSHIP; START DATE 1/1/2025; 20 HOURS PER MONTH; 20 DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-11 |
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