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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 | 2006-11-24 |
Branch Locations
100 Crescent Ct Ste 1400, Dallas, TX 75201 • United States
Mansfield, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Dallas | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 11/2016 | Present |
PALOS VERDES HOME OWNERS ASSOCIATION OF MANSFIELD,TX; NOT INVESTMENT RELATED; MANSFIELD, TX; TREASURER; START DATE 8/1/09; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; PAYING BILLS AND ATTENDING MEETINGS TO DISCUSS CHANGING LANDSCAPE COMPANIES, CHANGING PHONE COMPANIES, LANDSCAPING, PLANNING EVENTS, REPAIRS, BUDGET, AND ISSUES BROUGHT UP. POWER OF ATTORNEY FOR MOTHER-IN-LAW; INV. RELATED; ARLINGTON, TX; START DATE 4/2022; 40 HRS PER MONTH; 2 HRS DURING TRADING. POWER OF ATTORNEY FOR FATHER-IN-LAW; INV. RELATED; ARLINGTON, TX; START DATE 4/2022; 40 HRS PER MONTH; 2 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-04 |
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