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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Fort Collins | CO | 02/2025 | Present |
| Kings Consulting | Fort Collins | CO | 05/2024 | Present |
| Agvend | Austin | TX | 02/2022 | 05/2024 |
| Granular | San Francisco | CA | 11/2017 | 02/2022 |
| Workiva | Ames | IA | 12/2013 | 11/2017 |
Kings Consulting LLC; investment related; Fort Collins, CO; SaaS and small business consulting Principal consultant; 100% Ownership; start date 05/01/2024; 5 hours per month; 0 hours during trading; analysis and recommendations on a scope-of-work basis to SaaS GTM leaders and small business owners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-29 |
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