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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 |
|---|---|---|---|
| DE | RA | APPROVED | 2021-07-22 |
Branch Locations
1013 Centre Rd Ste 229, Wilmington, DE 19805 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Wilmington | DE | 08/2020 | Present |
| Grace Inspired Ministries | Telford | PA | 04/2016 | 05/2018 |
| Unemployed | Wilmington | DE | 05/2018 | 08/2018 |
| Chatham Bay Group | Wilmington | DE | 08/2018 | 09/2020 |
BEARTOOTH INVESTMENTS, LLC DBA HEIRLOOM WEALTH ADVISORS; INV. RELATED; WILMINGTON, DE; 2% OWNERSHIP; START DATE 01/01/2022; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 130; FINET PRACTICE. BEAR TOOTH ACQUISITIONS, LLC DBA MURPHY WEALTH MANAGEMENT, LLC, INVT RELATED, WILMINGTON, DE, 2% OWNERSHIP, START DATE 6/1/2023, NUMBER OF HOURS PER MONTH AND DURING TRADING IS VARIOUS, FINET PRACTICE. HEIRLOOM AFFILIATE MANAGEMENT LLC; INV RELATED; WILMINGTON, DE; 2% OWNERSHIP; START DATE 1/1/2025; 20 HOURS PER MONTH; 20 DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-30 |
| S65 | Uniform Investment Adviser Law Examination | 1993-06-25 |
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