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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 | 2016-02-17 |
| CO | RA | APPROVED | 2016-02-16 |
Branch Locations
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 Financial Network, Llc | Louisville | CO | 02/2016 | Present |
BOULDER COMMUNITY FOUNDATION, INV RELATED, BOULDER, CO, INVESTMENT COMMITTEE MEMBER, START 10/15/2014, .67 HOURS PER MONTH, ZERO DURING TRADING, ADVISING THE BOARD ON INVESTMENT MANAGER PERFORMANCE. KTNC INC, INVT RELATED, LOUISVILLE, CO, 50% OWNERSHIP, START DATE 1/1/2016, 240 HRS PER MONTH, 8 HRS DURING TRADING, FOR FINET PRACTICE.; TRUSTEE FOR KTNC INC. 401K, INV RELATED, LOUISVILLE, CO, START: 01/01/2016, 4 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K. KTNC LEGACY, LLC ; INV RELATED; LOUISVILLE, CO; FINET PRACTISE ;50% OWNERSHIP; START DATE: 10/16/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; KTNC HOLDINGS, LLC ; INV RELATED; LOUISVILLE, CO; MERCHANT TIER 1 AGREEMENT;40% OWNERSHIP; START DATE: 10/16/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-25 |
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