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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 | 2011-01-03 |
Branch Locations
1105 Wooded Acres Dr Ste 600, Waco, TX 76710 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Waco | TX | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Waco | TX | 11/2016 | Present |
LEWIS FAMILY PROPERTIES, LLC, INV-RELATED, MCGREGOR, TX, FARM/RANCHING, 100% OWNERSHIP, START 6/2015, 10 HRS/MO, 0 DURING TRADING.| SOUTHEASTERN CONFERENCE (SEC), NOT INV RELATED, BIRMINGHAM, AL, FOOTBALL OFFICIATING, START 1/15/1988, 12 HRS PER MONTH, 0 HRS DURING TRADING, COLLEGE FOOTBALL OFFICIATING.| BAYLOR UNIVERSITY, NOT INV RELATED, WACO, TX, INSTRUCTOR, START 1/23/2023, 68 HOURS PER MONTH, ZERO HOURS DURING TRADING, TEACHING "COURSE PERSONAL FINANCE DECSIONS" |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-12 |
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