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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 | 2014-10-02 |
Branch Locations
6621 Woodlands Pkwy, The Woodlands, TX 77382 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
26500 Kuykendahl Rd, Tomball, TX 77375 • United States
1800 Hughes Landing Blvd Ste 300, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Houston | TX | 06/2014 | 11/2016 |
| Wells Fargo Bank Na | Houston | TX | 06/2014 | Present |
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2016 | Present |
JBD INVESTMENTS, LLC, NOT INVT RELATED, TOMBALL, TX, 100% OWNERSHIP BY SPOUSE, START DATE 8/23/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, CHECK SIGNER ONLY ON SPOUSE BUSINESS AS DENTIST.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-14 |
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