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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-27 |
| TX | RA | APPROVED_RES | 2014-12-10 |
| MD | RA | APPROVED | 2006-01-13 |
Branch Locations
1450 Twin Lakes Avenue Suite 202, Bozeman, MT 59718 • United States
6905 N. Wickham Road Suite 502 [Satellite], Melbourne, FL 32940 • United States
New Smyrna, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Annapolis | MD | 05/2009 | Present |
TRUSTEE FOR THE GIDEON FINANCIAL 401K, INV RELATED, ANNAPOLIS, MD, START: 5/8/2007, 372 HOURS A MONTH, 20 HRS DURING TRADING, FINET PRACTICE 401K. RENTAL PROPERTY, INV RELATED, NEW SMYRNA BEACH, FL, 100% OWNERSHIP, START 5/1/24, 1 HR PER MONTH, 1 HR DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-26 |
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