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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 | 2003-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Fort Worth | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 11/2016 | Present |
MINERAL RIGHTS FOR XTO ENERGY, NOT INV RELATED, FORT WORTH, TX, LESS THAN 1% OWNER, START: UNKNOWN, 0 HOURS, RECEIVE CHECKS. UNITED COMMUNITY CENTERS; INVESTMENT RELATED; FORT WORTH, TX; FINANCE COMMITTEE MEMBER; START DATE 08/26/2020; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS BUDGET, FUNDRAISING, AND EXPENSES. NATIONAL CHARITY LEAGUE FORT WORTH CHAPTER; NOT INV RELATED; TREASURER; 06/2025; 3 HOURS PER MONTH; 0 DURING TRADING; PROMOTE VOLUNTEERISM OF MOTHER AND DAUGHTERS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-14 |
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