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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-10 |
Branch Locations
301 Commerce St, Fort Worth, TX 76102 • United States
601 State St, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Fort Worth | TX | 12/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 11/2016 | 07/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southlake | TX | 07/2026 | Present |
I*4980267 Entity Type: For Profit Name of OBA: Mc Donald Creek Ranch No. 10. LLC Address: Southlake, Texas, 76092 Investment Related: No Position, Title, Association: Officer Employee Start Date: 07/17/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Family planning vehicle. At the time of the second death of me and my wife, this LLC will receive some assets from our estate. 50% owner. This LLC only has $30 at the present time. When we initially set this up it did have more assets in it, but since has been dispersed. Our attorney recommended we keep it open since it is part of our estate plan.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-31 |
| S65 | Uniform Investment Adviser Law Examination | 1995-09-08 |
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