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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 | 2003-07-01 |
| TX | RA | APPROVED_RES | 2003-07-01 |
Branch Locations
211 N Robinson Ave Ste N1600 One Leadership Square, Oklahoma City, OK 73102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Oklahoma City | OK | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oklahoma City | OK | 11/2016 | Present |
1. TRUSTEE FOR GRANDMOTHER'S TRUST; INV RELATED; OKLAHOMA CITY, OK, START 5/5/2016; 1 HR/MO; .5 HR DURING TRADING. 2. VINYL DOWNLOAD, NOT INV RELATED, OKLAHOMA CITY, OK, 20% OWNER, START 9/1/2016, 40 HOURS PER MONTH/0 DURING TRADING, DUTIES: ROCK MUSIC. 3. CO-TRUSTEE FOR MOTHER'S TRUST; INV RELATED; OKLAHOMA CITY, OK; START 4/12/2017; 1 HR PER MONTH; 0 HRS DURING TRADING. 4. CO-TRUSTEE FOR SPOUSE'S TRUST; INV RELATED; OKLAHOMA CITY, OK; START 4/12/2017; 1 HR PER MONTH; 0 HRS DURING TRADING. 5. THE BLUMENTAHL FOUNDATION, INV RELATED, OKLAHOMA CITY, OK, 100% OWNERSHIP WITH SPOUSE, START 3/19/2019, 2 HOURS PER MONTH, ZERO DURING TRADING, PRIVATE CHARITABLE FOUNDATION. 6. CO-TRUSTEE FOR FATHER'S TRUST, INV RELATED, OKLAHOMA CITY, OK, START 3/2/2020, .5 HOURS PER MONTH, ZERO DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-10 |
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