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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 | 2023-03-03 |
Branch Locations
1534 East 6Th Street Suite 101 [Satellite], Brownsville, TX 78520 • 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 | Brownsville | TX | 06/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Brownsville | TX | 11/2016 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Brownsville | TX | 03/2023 | Present |
TLO LOGISTICS, NOT INV RELATED, BROWNSVILLE, TX. START: 5/1/16, 16 HOURS/MONTH, BOOKKEEPING FOR FAMILY LOGISTICS BUSINESS. SHANE WEALTH MANAGEMENT LLC, INV RELATED, BROWNSVILLE, TX, 100% OWNERSHIP, START 3/6/2023, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-12 |
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