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One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-09-18 |
| TX | RA | APPROVED | 2024-09-18 |
Branch Locations
500 Corporate Parkway Suite 125, Hoover, AL 35242 • United States
One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States
One North Brentwood Blvd, Suite 850, St. Louis, MO 63105 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Birmingham | AL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | AL | 11/2016 | 09/2024 |
| Benjamin F. Edwards | Hoover | AL | 09/2024 | Present |
TRUSTEE FOR FAMILY TRUST; INVESTMENT RELATED; SHOAL CREEK, AL; START 7/2010; LESS THEN 1 HOUR PER YEAR. TRUSTEE FOR PARENTS TRUST; INVESTMENT RELATED; SHOAL CREEK, AL; START DATE 10/2013; 0 HRS PER MONTH. TRUSTEE FOR PARENTS INSURANCE TRUST; INV. RELATED; SHOAL CREEK, AL; START DATE 1/31/2017; 0 HRS PER MONTH; 0 HRS DURING TRADING. POWER OF ATTORNEY FOR MOTHER; INV. RELATED; BIRMINGHAM, AL; START DATE 10/2022; 1 HR PER MONTH; 1 HR DURING TRADING. AGENT FOR PARENT; INVESTMENT RELATED; SHOAL CREEK, AL; START DATE 8/18/2022; 1 HR PER MONTH; 1 HR DURING TRADING TRUSTEE FOR PARENTS LIFE INSURANCE TRUST; INVESTMENT RELATED; BIRMINGHAM, AL; START DATE: 1-1-2015; O HRS PER MONTH; O HRS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-13 |
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