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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2023-01-05 |
| TX | RA | APPROVED_RES | 2023-01-05 |
Branch Locations
826 Bank St Ne, Decatur, AL 35601 • United States
132 Holmes Avenue [Satellite], Huntsville, AL 35801 • 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 | Huntsville | AL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Huntsville | AL | 11/2016 | 01/2023 |
| Wells Fargo Advisors Financial Network, Llc | Decatur | AL | 01/2023 | Present |
GERMANNA ENTERPRISES LLC, INV RELATED, MADISON, AL, 100% OWNER WITH SPOUSE, START 8/2017, 10 HOURS PER MONTH/0 HOURS DURING TRADING, DUTIES: RENTAL.| HOLTZCLAW FAMILY IMPACT FUND, NOT INV RELATED, MADISON, AL, 100% OWNERSHIP WITH SPOUSE, START 5/31/2022, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, FAMILY FOUNDATION.| PJ HOLDINGS, INC; INV. RELATED; MADISON,AL; 100% OWNERSHIP; START DATE 09/29/2022; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; FINET PRACTICE.| RENTAL PROPERTY; INV. RELATED; ELAINE,AR; 100% OWNERSHIP WITH SPOUSE; START DATE 01/01/2023; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; CO-OWNER.;| TRUSTEE FOR PJ HOLDINGS INC. 401K, INV RELATED, MADISON, AL, START: 9/29/2022, 10 HOURS A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.| ASBURY CHURCH; NOT INV RELATED; MADISON, AL; FINANACE COMMITTEE MEMBER; START DATE 08/01/2025; 5 HOURS PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-22 |
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