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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 | 2025-12-05 |
Branch Locations
15844 Jackson Creek Pkwy, Monument, CO 80132 • United States
5613 Dtc Parkway 9Th Fl [Mb-Rbo], Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Denver | CO | 01/2015 | 05/2017 |
| Edward Jones | Saint Louis | MO | 05/2017 | 06/2018 |
| Gwfs Equities | Greenwood Village | CO | 06/2018 | 03/2019 |
| Fidelity Brokerage Services, Llc | Greenwood Village | CO | 03/2019 | 11/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Colorado Springs | CO | 11/2020 | 08/2023 |
| Edward Jones | Saint Louis | MO | 08/2023 | 12/2024 |
| Wells Fargo Bank, Na | Monument | CO | 10/2025 | Present |
| Wells Fargo Clearing Services, Llc | Monument | CO | 10/2025 | Present |
| Extended Travel | Colorado Springs | CO | 12/2024 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-30 |
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