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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2020-03-12 |
| TX | RA | APPROVED | 2020-03-12 |
Branch Locations
111 East 18Th Street Fl 1 [Satellite], Grove, OK 74344 • United States
434 N. Loop 1604 West Suite 2203, San Antonio , TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Grove | OK | 04/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Grove | OK | 11/2016 | 03/2020 |
| Wells Fargo Advisors Financial Network, Llc | Grove | OK | 03/2020 | Present |
TRUSTEE FOR DAUGHTER'S TRUST, INV RELATED, LOMA LINDA, MO, START: 12/17/18, 0 HRS/MONTH, 0 HRS DURING TRADING.;| TRUSTEE FOR DAUGHTER'S TRUST, INV RELATED, LOMA LINDA, MO, START: 12/17/18, 0 HRS/MONTH, 0 HRS DURING TRADING.| TRUSTEE FOR DEPENDENT CHILD, INV RELATED, LOMA LINDA, MO, START: 12.18/2019, 0 HRS/MONTH, 0 HRS DURING TRADING.| SHORELINE INVESTMENT STRATEGIES, LLC, INVT RELATED, GROVE, OK, 100% OWNERSHIP, START DATE 4/1/2021, 160 HRS PER MONTH, 130 HRS DURING TRADING, OWNER OF FINET PRACTICE.| FOCUS FINANCIAL WEALTH MANAGEMENT, LLC, INVT RELATED, GROVE, OK, LLC FOR RENTAL PROPERTY 100% OWNERSHIP, START DATE 3/13/2020, 2 HRS PER MONTH, 2 HRS DURING TRADING | GRACE BAPTIST CHURCH, INVT RELATED, JOPLIN, MO, BUDGET COMMITTEE MEMBER, START DATE 8/10/2023, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO HELP SET CHURCH BUDGET GUIDE LINES FOR UPCOMING YEAR.| COMMERCIAL RENTAL PROPERTY; INV RELATED; GROVE, OK; 100% OWNER; START DATE 01/15/2025; 2 HRS DEVOTED PER MONTH; 2 HRS DURING TRADING HOURS; NO DUTIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-06 |
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