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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
550 Reserve St Ste 500 [Uo-Rbo], Southlake, TX 76092 • United States
Irving, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bedford | TX | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bedford | TX | 11/2016 | Present |
CASA DE CARLITA LLC, INV RELATED, TAMARINDO, COSTA RICA, 100% OWNERSHIP, START 5/1/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, OWNERSHIP OF VACATION RENTAL HANDLED BY LEASING COMPANY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-28 |
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