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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 | 2023-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Longview | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Longview | TX | 11/2016 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Longview | TX | 06/2023 | Present |
THE DIAMOND LADY; NON INV RELATED; LONGVIEW, TX; RETAIL JEWELRY; 100% OWNER WITH SPOUSE; START: 4/1/12; 0 HR/MO; 0 DURING TRADING, PARTIAL OWNER.| JUDSON ROAD CHURCH OF CHRIST, NOT INV RELATED, LONGVIEW, TX, ELDER, START: 4/15/2018, 8 HOURS PER MONTH/0 DURING TRADING, DUTIES: HELP CHURCH;| TRUSTEE FOR MOTHER'S TRUST, INV RELATED, LONGVIEW, TX, START: 5/26/2023, 5 HOURS A MONTH, 0 HOURS DURING TRADING. COLLIER WEALTH MANAGEMENT, LLC, INVT RELATED, LONGVIEW, TX, 100% OWNERSHIP, START DATE 5/26/2023, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE.| PS2911 LLC; INV RELATED; LONGVIEW, TX; REAL ESTATE; 10% OWNERSHIP; START DATE 01/10/2025; 1 HOUR PER MONTH; 0 DURING TRADING; FINET PRACTICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-11 |
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