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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2019-01-14 |
| TX | RA | APPROVED_RES | 2012-10-25 |
Branch Locations
211 N Robinson Ave Ste N1600 One Leadership Square, Oklahoma City, OK 73102 • United States
Midwest City, OK • United States
2 disclosure categories 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 | Oklahoma City | OK | 09/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oklahoma City | OK | 11/2016 | Present |
TRUSTEE FOR MOTHER; INV RELATED; EDMOND, OK; START: 5/24/18; 1 HR/MO; 1 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-05 |
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