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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2014-08-04 |
| TX | RA | APPROVED | 2014-08-04 |
Branch Locations
143 Union Blvd Ste 1050, Lakewood, CO 80228 • United States
1700 Lincoln St 10Th & 11Th Fls, Denver, CO 80203 • 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 | Denver | CO | 08/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 11/2016 | Present |
PUKSTA FOUNDATION, INVT RELATED, DENVER, CO, INVESTMENT COMMITTEE, START DATE 1/22/2016, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS AND PROVIDING UPDATES ON ASSET ALLOCATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-01 |
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