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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_RES | 2026-04-10 |
| CO | RA | APPROVED | 2026-04-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2022 | 04/2026 |
| Bank Of The West | Breckenridge | CO | 10/2016 | 12/2021 |
| Unemployed | Breckenridge | CO | 12/2021 | 01/2022 |
| Unemployed | Breckenridge | CO | 08/2016 | 10/2016 |
| Wells Fargo Advisors Financial Network, Llc | Breckenridge | CO | 04/2026 | Present |
WELLINGTON NEIGHBORHOOD HOA; NOT INV RELATED; BRECKENRIDGE, CO; SECRETARY; START DATE 11/01/2024; 10 HOURS PER MONTH; 10 HOURS DURING TRADING PERSONAL RESIDENCE; INV RELATED;BRECKENRIDGE,CO; APARTMENT RENTAL;50% OWNERSHIP; START DATE: 11/01/2018; 1 HRS PER MONTH; 1 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-14 |
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