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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 | 1996-05-28 |
Branch Locations
10999 W Interstate 10 5Th Fl/Ste 5000, San Antonio, TX 78230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Antonio | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 11/2016 | Present |
TRUSTEE FOR NEPHEW, INV RELATED; BULVERDE, TX; START 4/2007; 1-5 HR PER MONTH. TRUSTEE FOR NIECE, INV RELATED; BULVERDE, TX; START 4/2007; 1-5 HR PER MONTH. RENTAL PROPERTY; INV RELATED; BULVERDE, TX; 100% OWNERSHIP WITH SPOUSE; START 05/01/2004; NO TIME DEVOTED AND NO DUTIES IN REGARD TO THIS PROPERTY. TRUSTEE FOR SON'S TRUST (1); INV. RELATED; SAN ANTONIO, TX; START DATE 12/2021; 1 HR PER MONTH; 1 HR DURING TRADING. TRUSTEE FOR SON'S TRUST (2); INV. RELATED; SAN ANTONIO, TX; START DATE 12/2021; 1 HR PER MONTH; 1 HR DURING TRADING. V FAMILY FRANCHISE LLC, INV RELATED, SAN ANTONIO, TX, START DATE: 4/20/22, .25 HRS PER MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-01 |
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