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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 | 2014-05-06 |
| OR | RA | APPROVED | 2014-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Salem | OR | 05/2014 | Present |
SUMMIT WEALTH MANAGEMENT, INV RELATED, SALEM, OR, 34% OWNERSHIP, START: 5/02/2014, 10 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE LLC. SALEM CHAMBER OF COMMERCE; NOT INV RELATED;SALEM,OR; ADVOCATE/PROMOTE A HEALTHY BUSINESS COMMUNITY.; VICE-PRESIDENT; START DATE: 07/15/2026; 8 HRS PER MONTH; 8 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-15 |
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