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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 | 2016-11-03 |
| TN | RA | APPROVED | 2009-03-24 |
Branch Locations
5005 Maryland Way Ste 125, Brentwood, TN 37027 • United States
Brentwood, TN • United States
150 3Rd Ave S Ste 2100, Nashville, TN 37201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Brentwood | TN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Brentwood | TN | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; NASHVILLE, TN; 100% OWNERSHIP WITH SPOUSE; START 4/1/2012; 3 HRS PER MONTH; 0 HRS DURING TRADING.; DUTIES: LANDLORD RENTAL PROPERTY; INV RELATED; NASHVILLE, TN; 100% OWNERSHIP WITH SPOUS; START 12/1/2012; 3 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: LANDLORD RENTAL PROPERTY; INV RELATED; NASHVILLE, TN; 100% OWNERSHIP WITH SPOUS; START 4/1/2010; 3 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: LANDLORD RENTAL PROPERTY; INV RELATED; NASHVILLE, TN; 100% OWNERSHIP WITH SPOUS; START 1/23/2015; 1 HRS PER MONTH; 1 HRS DURING TRADING; DUTIES: LANDLORD. RENTAL PROPERTY; INV RELATED; BRENTWOOD, TN; 100% OWNERSHIP WITH SPOUSE; START 7/1/2016; 1 HOUR PER MONTH, 0 DURING TRADING; LANDLORD. RENTAL PROPERTY, INV RELATED, INLET BEACH, FL, 100% OWNERSHIP, START 11/1/2017, .5 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. POWER OF ATTORNEY FOR PARENTS; INV RELATED; FRANKLIN, TN; START 2/1/2018; 0 HR/MO; 0 DURING TRADING. RENTAL PROPERTY, INV RELATED, NASHVILLE, TN, 100% OWNERSHIP, START 10/1/2020, 1 HOUR PER MONTH, ZERO DURING TRADING. RENTAL PROPERTY, INV RELATED, NASHVILLE, TN, 100% OWNERSHIP, START 11/1/2020, .5 HOURS PER MONTH, ZERO DURING TRADING. RENTAL PROPERTY; INV. RELATED; BRENTWOOD, TN; OWNER; START DATE 5/2023; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: LANDLORD. RENTAL PROPERTY, INVESTMENT RELATED FRANKLIN, TN, 100% OWNERSHIP, START DATE 10/2/2023, 1 HOUR PER MONTH, 0 DURING TRADING, FIND TENANTS & COORDINATE MAINTENANCE. WANG FOUNDATION FOR SIGHT RESTORATION; NOT INV RELATED; NASHVILLE, TN; TREASURER; START DATE 1/1/2011; 0.25 HOURS PER MONTH; 0 DURING TRADING; ATTEND ANNUAL MEETING TO REVIEW HOW THE MONEY FLOWS THROUGH THE ORGANIZATION & PROVIDE FEEDBACK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-21 |
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