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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 | 2022-12-20 |
| AZ | RA | APPROVED | 2022-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Tucson | AZ | 07/2021 | Present |
| Wells Fargo Merchant Services | Tucson | AZ | 06/2017 | 06/2021 |
| Wells Fargo Payroll Services | Tucson | AZ | 08/2015 | 06/2017 |
ROTATY CLUB OF TUCSON, INV RELATED, TUCSON, AZ, INVESTMENT COMMITTEE MEMBER, START 11/9/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, MONITORING PERFROMANCE AND ADHERENCE TO INVESTMENT POLICY STATEMENT. FOX THEATRE ; NOT INV RELATED; TUCSON, AZ; BOARD MEMBER; START DATE: 03/10/2022; 1 HRS PER MONTH; 1 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-07 |
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