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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 | 2026-02-05 |
| NV | RA | APPROVED | 2023-07-31 |
| CA | RA | APPROVED | 2023-07-26 |
Branch Locations
1512 Eureka Rd Ste 300 [Rn-Rbo], Roseville, CA 95661 • United States
776 Tahoe Blvd, Incline Village, NV 89451 • United States
11262 Donner Pass Rd, Truckee, CA 96161 • United States
212 Elks Point Rd Ste 109, Zephyr Cove, NV 89448 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Reno | NV | 09/2009 | 03/2018 |
| Wells Fargo Advisors Llc | Reno | NV | 04/2014 | 03/2018 |
| Bank Of The West | South Lake Tahoe | CA | 03/2018 | 02/2019 |
| Bank Of The West | Reno | NV | 03/2019 | 07/2023 |
| Bancwest Investment Services, Inc. | Reno | NV | 03/2019 | 07/2023 |
| Wells Fargo Clearing Services, Llc | Roseville | CA | 07/2023 | Present |
| Lpl Financial Llc | Reno | NV | 07/2023 | Present |
THE GRAND LODGE OF NEVADA FREE AND ACCEPTED MASONS, NOT INVT RELATED, RENO, NV, BOARD OF TRUSTEES, START DATE 11/13/2023, 4 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, ENSURING THE ORGANIZATION'S MISSION AND GOALS ARE ACHIEVED. OVERSEEING AND AUDITING THE SPENDING OF THE FUNDS IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS.REVIEWING THE FINANCIAL REPORTS PROVIDED BY THE TREASURER, MONITORING BUDGETS FROM THE GRAND LODGE OFFICERS, AND ENSURING THAT THE FUNDS ARE BEING UTILIZED EFFECTIVELY AND APPROPRIATELY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-19 |
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