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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 | 2024-08-09 |
| DE | RA | APPROVED | 2024-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Greenville | DE | 08/2023 | 07/2024 |
| United States Marine Corps | Camp Pendleton | CA | 09/2014 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Greenville | DE | 07/2024 | Present |
USMC, NOT INV RELATED, NEW ORLEANS, LA, 4TH MARINE RECONNAISSANCE BATTALION, ASSISTAN OPERATIONS OFFICER, 6 WEEKENDS A YEAR, 2 WEEKS FILL TIME DRILL, 0 HRS DURING TRADING. TALONS REACH FOUNDATION; NOT INV. RELATED; BELGRADE, MT; TREASURER; FOUNDATION SUPPORT SPECIAL OPERATIONS FORCES; START DATE: 8/15/2024; 4 HOURS PER MONTH; 0 HOURS DURING BUSINESS; DUTIES: ATTEND MEETINGS, TRACK SPENDING, PREPARE FINANCIAL REPORTS, DEVELOP BUDGETS, RECORD KEEPING, OVERSEE ALL FINANCIAL TRANSACTIONS AND FUNDRAISING EFFORTS. THE KENNETT PIKE ASSOCIATION INC.; INV RELATED;GREENVILLE,DE; BOARD OF TRUSTEES; START DATE: 04/06/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-29 |
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