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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 | 2023-03-09 |
| TX | RA | APPROVED | 2023-03-09 |
Branch Locations
1155 Canyon Blvd Suite 210, Boulder, CO 80302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Boulder | CO | 12/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boulder | CO | 11/2016 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Boulder | CO | 03/2023 | Present |
ASCENT WEALTH PARTNERS, LLC, INVT RELATED, BOULDER, CO, 5% OWNERSHIP, START DATE 3/10/2023, 40 HRS PER MONTH, 40 HRS DURING TRADING, FINET PRACTICE. ELLIOT D. FORSYTH AWP, LLC, INVT RELATED, BOULDER, CO, 100% OWNERSHIP, START DATE 3/10/2023, 40 HRS PER MONTH, 40 HRS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-01 |
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