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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 | 2023-06-01 |
Branch Locations
2103 Judson Rd Suite B, Longview, TX 75605 • United States
7236 Crosswater Avenue, Suite 100 [Satellite], Tyler, TX 75703 • United States
Longview, TX • 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 Llc | Longview | TX | 10/2005 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Longview | TX | 11/2016 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Longview | TX | 06/2023 | Present |
AFAC LLC, INV RELATED, LONGVIEW, TX, 100% OWNERSHIP, START 6/2/2023, 5 HOUR PER MONTH, ZERO DURING TRADING, MANAGE REAL ESTATE HOLDINGS.| OIL & GAS - MINERAL ACRES, NOT INVT RELATED, LONGVIEW, TX, 50% OWNERSHIP, START DATE 06/02/2023 1 HR PER MONTH, 0 HRS DURING TRADING, OWNERSHIP IN MINERAL RIGHTS. | BOOK; TRUE RICHES; NOT INV. RELATED; LONGVIEW,TX; AUTHOR; START DATE 6/2/2023; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; AUTHOR| 2911 WEALTH ADVISORS LLC, INV RELATED, LONGVIEW, TX, 100% OWNERSHIP, START 6/2/2023, 15 HOURS PER MONTH, 0 HOURS DURING TRADING, FINET PRACTICE.| 633WM LLC; INV. RELATED; LONGVIEW, TX; 100% OWNERSHIP, START DATE 6/2/2023; 5 HRS PER MONTH; 0 HRS DURING TRADING, FINET PRACTICE.| ENCOUNTER WITH THE HEALER, NOT INVT RELATED, LONGVIEW, TX, AUTHOR, START DATE 6/2/2023. 5 HRS PER MONTH, 0 HRS DURING TRADING, AUTHOR.| COMMERCIAL RENTAL PROPERTY, INVT RELATED, LONGVIEW, TX, 100% OWNERSHIP, START DATE 6/2/2023, 5 HRS PER MONTH, 0 HRS DURING TARDING, OWNER.| FISH SERGEANT, NOT INVT RELATED, LONGVIEW, TX, 50% OWNERSHIP, START DATE 6/2/2023, 5 HRS PER MONTH, 0 HRS DURING TRADING, RIGHTS TO BOOK.| PS2911, LLC; INV RELATED; LONGVIEW, TX; REAL ESTATE; 22.5% OWNERSHIP; START DATE 01/10/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; FINET PRACTICE | COMMERCIAL RENTAL PROPERTY, INVT RELATED, LONGVIEW, TX, WEALTH MANAGEMENT PRACTICE, 22.5% OWNERSHIP, START DATE 2/1/2025, 1 HRS PER MONTH, 0 HRS DURING TRADING, OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-30 |
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