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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 | 2017-05-09 |
Branch Locations
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Fort Worth | TX | 04/2008 | 05/2017 |
| Wells Fargo Clearing Services Llc | Fort Worth | TX | 05/2017 | Present |
FAMILY FARM LAND, NOT INV RELATED, FORT WORTH, TX, 100% OWNERSHIP, START 1/1/1992, ZERO HOURS PER MONTH, LEASE FARM LAND. OIL AND GAS LEASE, NOT INV RELATED, FORTH WORTH, TX, 100% OWNERSHIP, START 1/1/2012, ZERO HOURS PER MONTH, LEASE OIL AND GAS RIGHTS ON PRIMARY RESIDENCE. RAW FARM LAND FOR FUTURE WIND RIGHTS; NOT INVESTMENT RELATED; SCOTT CITY,KS; 33.33% OWNERSHIP; START DATE 01/07/2019; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; NO DUTIES. ST. LUKE'S HOSPITAL, NOT INVT RELATED, ST. LOUIS, MO, PATIENT CARE TECH, START DATE 8/26/2019, 36 HRS PER MONTH, 0 HRS DURING TRADING, ASSIST PATIENTS.| ESTATE OF MARK AND SARAH EIDSON; INV RELATED; FORT WORTH,TX; EXECUTOR ; START DATE: 01/01/2050; 3 HRS PER MONTH; 3 HRS DURING TRADING;| ESTATE OF BRIAN AND BECKY MCGREW; INV RELATED; FORT WORTH,TX; EXECUTOR ; START DATE: 01/01/1986; 3 HRS PER MONTH; 3 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-03 |
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