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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2025-09-11 |
| TX | RA | APPROVED | 2015-12-22 |
Branch Locations
297 N Hubbards Ln 2Nd & 3Rd Fl, Louisville, KY 40207 • United States
17 Cowboys Way Ste 500, Frisco, TX 75034 • United States
8115 Preston Rd Ste 300 [Vb-Rbo], Dallas, TX 75225 • United States
8115 Preston Rd Ste 300, Dallas, TX 75225 • 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 | Dallas | TX | 12/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 11/2016 | Present |
NITTANY BLUE CAT INVESTMENT GROUP LLC, INV RELATED, FRISCO, TX, 33.33% OWNERSHIP, START 11/1/2020, 3 HOURS PER MONTH, ZERO DURING TRADING, FUTURE OUTSIDE INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-26 |
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