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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_RES | 2014-05-20 |
| AZ | RA | APPROVED | 2012-01-03 |
Branch Locations
2425 E Camelback Rd Ste 1050, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Scottsdale | AZ | 12/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 11/2016 | Present |
BNI; NOT INVESTMENT RELATED; PHOENIX,AZ; WOMEN WEALTH ADVISORS OF ARIZONA COMMITTEE MEMBER; START DATE 03/01/2020; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS THE FUTURE OF THE PROFESSION AS WOMEN, THE PLACE OF WOMEN IN THE INDUSTRY, HOW CAN THE WOMEN IMPROVE IT, EVENTS AND CALENDARS, AND OFFERING A PLATFORM FOR WOMEN ADVISORS TO EXCHANGE AND TALK ABOUT THEIR ISSUES AND SOLUTIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-08 |
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