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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-05-12 |
Branch Locations
210 University Boulevard Ste 800, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Denver | CO | 02/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 11/2016 | 05/2021 |
| Baird | Denver | CO | 05/2021 | Present |
Name/Address: Summit Trails LLC / 663 Sawatch #D6, Edwards, CO 81632 Start Date: 2/1/24 Hours Spent: 0-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC Owner Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-03 |
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