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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_RES | 2016-11-07 |
Branch Locations
2201 W Hwy 89A, Sedona, AZ 86336 • United States
9928 W Bell Rd Ste 105, Sun City, AZ 85351 • United States
16165 N 83Rd Ave Ste 140 [Py-Rbo], Peoria, AZ 85382 • United States
9928 W Bell Rd Ste 100, Sun City, AZ 85351 • United States
Scottsdale, AZ • United States
1 disclosure category 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 | Sun City | AZ | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sun City | AZ | 11/2016 | Present |
SKY RANCH LODGE; NON INV RELATED; SCOTTSDALE, AZ; FAMILY OWNED; 15.33% OWNER 0 HRS PER MONTH 0 DURING TRADING. SEDONA ORCHARDS, LLC, NOT INV RELATED, SEDONA, AZ, START 10/29/2016, 1 HOUR PER MONTH/0 DURING TRADING, DUTIES: NONE. RENTAL PROPERTY, INV RELATED, SUN CITY, AZ, 100% OWNERSHIP, START 2/1/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. RENTAL PROPERTY, INV RELATED, SEDONA, AZ, 100% OWNERSHIP, START 2/1/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. COOPER CLIFFS IMPROVEMENT ASSOCIATION; INVESTMENT RELATED; SEDONA,AZ; TREASURER; START DATE 07/17/2020; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 1; ATTENDING MEETINGS TO DISCUSS IRRIGATION, DITCH, AND ROAD MAINTENANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-29 |
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