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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 | 2005-10-28 |
Branch Locations
17044 Lexington Blvd, Sugar Land, TX 77479 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Sugar Land | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sugar Land | TX | 11/2016 | Present |
GRAND RIVER HOA - GRAHAM MANAGEMENT, NOT INVT RELATED, HOUSTON, TX, VICE PRESIDENT, START DATE 10/26/2022, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO REVIEW DEED RESTRICTIONS AND APPROVE BILLS TO BE PAID.| GRAHAM MANAGEMENT (HOA); NOT INV RELATED; HOUSTON, TX; HOA; VICE-PRESIDENT; START DATE: 10/24/2024; 2 HRS PER MONTH; 2 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-29 |
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