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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2023-09-22 |
| TX | RA | APPROVED | 2023-09-21 |
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 Llc | Roanoke | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Roanoke | VA | 11/2016 | 09/2023 |
| Wells Fargo Advisors Financial Network, Llc | Roanoke | VA | 09/2023 | Present |
RENTAL PROPERTIES (3), INV RELATED, SALEM, VA, 100% OWNERSHIP, START 1/1/1995 2 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. RENTAL PROPERTY, INV RELATED, MONETA, VA, 100% OWNERSHIP, START 6/1/2016, 1 HOUR PER MONTH, ZERO DURING TRADING, LANDLORD. RENTAL PROPERTY, INVT RELATED, SALEM, VA, 100% OWNERSHIP, START DATE 8/5/2019, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER. RENTAL PROPERTY, INVT RELATED, SALEM, VA, 100% OWNERSHIP, START DATE 6/1/2022, 2 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF PROPERTY. RENTAL PROPERTY; INVT RELATED; ROANOKE, VA; 100% OWNERSHIP; START DATE 7/31/2023; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: OWNER. RENTAL PROPERTY (BERNARD DR); INV RELATED; ROANOKE, VA, 100% OWNERSHIP; START DATE 07/31/2023; 2 HOURS PER MONTH; 0 HOURS DURING TRADING; OWNER. SUMMIT WEALTH GROUP LLC; INV RELATED; ROANOKE, VA; 33.3% OWNERSHIP; START 09/22/2023; 160 HOURS PER MONTH; 7 HOURS DURING TRADING; FINET OWEN SWG CORP; INV RELATED; ROANOKE, VA; 100% OWNERSHIP; START DATE 9/21/2023; 160 HOURS PER MONTH; 7 HOURS DURING TRADING; FINET S CORP. RENTAL PROPERTY, INV RELATED, MONETA, VA, 100% OWNERSHIP, START DATE: 10/24/23, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER; VALLEY PROPERTY PARTNERS, LLC ; INV RELATED; SALEM,VA; INVESTMENT AND RENOVATION;50% OWNERSHIP; START DATE: 01/06/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-11 |
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