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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_RES | 2023-08-09 |
| GA | RA | APPROVED | 2009-02-13 |
Branch Locations
3280 Peachtree Rd Ne 4Th Fl [G4-Rbo], Atlanta, GA 30305 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Roswell | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Roswell | GA | 11/2016 | Present |
306 ASHANTILLY LLC, INV RELATED, ST SIMMONS, GA, 100% OWNERSHIP, START: 1/8/24, 48 HRS PER MONTH, 0 HRS DURING TRADING, VACATION/RENTAL HOME; | FAMILY TRUST; INVESTMENT RELATED; CHATTANOOGA, TN; TRUSTEE; 03/03/2025; 2 HOURS PER MONTH; 2 HOURS DURING TRADING HOURS; ASSIST PARENTS WITH FINANCIAL NEEDS | POWER OF ATTORNEY FOR FATHER; INVESTMENT RELATED; CHATTANOOGA, TN; POA; 03/03/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS; POA | POWER OF ATTORNEY FOR MOTHER; INVESTMENT RELATED; CHATTANOOGA, TN; POA; 03/03/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS; POA |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-11 |
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