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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-29 |
| TX | RA | APPROVED | 2025-01-29 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
1899 W Littleton Blvd., Littleton, CO 80120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Littleton | CO | 09/2013 | 01/2025 |
| &Partners | Nashville | TN | 01/2025 | Present |
LITTLETON PUBLIC SCHOOLS; NOT INV. RELATED; LITTLETON, CO; BUSINESS AND ENTREPRENEURSHIP EDUCATION COMMITTEE MEMBER; START DATE 3/2021; 2 HRS PER YEAR 2 HRS PER YEAR DURING TRADING; DUTIES: ATTENDING MEETINGS, HELPING INFORM AND SHAPE STUDENT LEARNING OPPORTUNITIES, ESSENTIAL SKILL DEVELOPMENT, TECHNICAL SKILL ATTAINMENT. LIG REAL ESTATE, LLC; NOT INV. RELATED; LITTLETON,CO; 33.33% OWNERSHIP; START DATE 06/23/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; HOLDS OFFICE BUILDING OF FUTURE LOCATION FOR FINET PRACTICE. THE LANG INVESTMENT GROUP LLC POSITION: partner NATURE: This is the operating company for the Lang Investment Group's Business. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/28/2013 ADDRESS: Littleton CO 80120, United States DESCRIPTION: Partner in an ownership capacity of our financial advisory practice. LIG REAL ESTATE LLC POSITION: Partner NATURE: We formed this LLC to purchase the building we currently reside in, but do not own as of yet. Currently we rent but have a contract to purchase the building in the future. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2020 ADDRESS: Littleton CO 80120, United States DESCRIPTION: Partner LITTLETON BUSINESS CHAMBER LLC POSITION: Director NATURE: Board Member Capacity advocating for business within the City of Littleton. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 3 START DATE: 10/15/2018 ADDRESS: Littleton CO 80123, United States DESCRIPTION: Monthly Board Meetings. Attending Ribbon Cuttings. Interfacing with City Council as well as the Economic Development team at the City of Littleton.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-22 |
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