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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-09-19 |
Branch Locations
9777 Wilshire Blvd Ste 700, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Beverly Hills | CA | 08/2009 | 09/2018 |
| Wells Fargo Advisors Llc | Beverly Hills | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Beverly Hills | CA | 11/2016 | 09/2018 |
| Suntrust Investment Services, Inc | Atlanta | GA | 09/2018 | Present |
| Suntrust Advisory Services, Inc | Atlanta | GA | 09/2018 | Present |
WESTMINSTER ADVISORY LLC POSITION: Investment Advisor NATURE: LLC as a subsidiary of a trust just for the sake of facilitating investments in the trust. The investments will be all held on a discretionary mandate. It has no other role, and I am a beneficiary of that trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/04/2024 ADDRESS: Wilmington DE, United States DESCRIPTION: My role as the investment advisor is to appoint an agent to manage the investments in the LLC. This is purely for my family and does not involve any non-family members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-02 |
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