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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2021-08-25 |
| TX | RA | APPROVED | 2003-07-01 |
Branch Locations
201 Main St Ste 1700, Fort Worth, TX 76102 • United States
Mt. Crested Butte, CO • 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 | Fort Worth | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, MT. CRESTED BUTTE, CO, 100% OWNERSHIP, START 11/16/2020, 5 HRS PER MONTH, 0 HRS DURING TRADING, NO DUTIES. GATEWAY CONDOMINIUMS HOA, NOT INV REALTED, MT CRESTED BUTTE, CO, FINANCE COMMITTEE MEMBER, START 10/15/24, 5 HRS PER MONTH, 0 HRS DURING TRADING, PROVIDING ONGOING GUIDANCE FOR LONG TERM CAPITAL EXPENDITURES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-05 |
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