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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 | 2016-08-29 |
Branch Locations
550 Reserve St., Ste 500 Granite Place, Southlake, TX 76092 • United States
550 Reserve St Ste 500 [Uo-Rbo], Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Southlake | TX | 08/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Southlake | TX | 11/2016 | Present |
THE BAKER HOTEL DEVELOPMENT PARTNERS, LLC; INV RELATED; MINERAL WELLS, TX; 16.67% OWNERSHIP; START 9/1/2008; 8 HOURS PER MONTH; 0 DURING TRADING; DUTIES: MANAGING PARTNER. THE BAKER HOTEL HOLDINGS, LP; INV. RELATED; MINERAL WELLS, TX; 3.96% OWNERSHIP; EQUITY TO FUND RESTORATION OF BAKER HOTEL; START 7/18/2019; 0 HRS PER MONTH; DUTIES PASSIVE EQUITY INVESTOR. RENTAL PROPERTY, INV RELATED, MINERAL WELLS, TX, 100% OWNERSHIP, START: 11/14/2022, 0 HRS/MONTH, 0 HRS DURING TRADING, HOME OWNER. THE BAKER HALF DOZEN LLC, INV RELATED, SOUTHLAKE, TX, 16.67% OWNERSHIP, START 1/6/2023, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS OWNERSHIP IN BAKER HOTEL DEVELOPMENT PARTNERS LLC. 166 OCEAN LLC; INV RELATED; GUN BARREL CITY, TX; 100% OWNERSHIP WITH SPOUSE; START DATE 3/3/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; OWNER. RENTAL PROPERTY, INV RELATED, GUN BARREL CITY, TX, 100% OWNERSHIP, START DATE: 12/1/23, 2 HRS PER MONTH, 0 HRS DURING TRADING, OWNER; NW3RD, LLC, INV RELATED, MINERAL WELLS, TX, 100% OWNERSHIP, START: 10/02/2023, 2 HOURS A MONTH, 0 HOURS DURING TRADING, HOLDING RENTAL PROPERTY.; WTG GRANDIN, LLC; INV RELATED; SOUTHLAKE; TX; 10% OWNERSHIP; START: 10/14/2024; 4 HOURS A MONTH; 0 HOURS DURING TRADING; LAND DEVELOPMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-06 |
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