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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 | 2020-09-08 |
| CA | RA | APPROVED | 2018-07-20 |
| MI | RA | APPROVED | 2016-02-29 |
Branch Locations
7900 Moorsbridge Rd, Portage, MI 49024 • United States
Rancho Mirage, CA • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Portage | MI | 02/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portage | MI | 11/2016 | Present |
MERIT ENERGY; INV RELATED; DALLAS, TX; OIL & GAS ROYALTIES; START: 10/2013; 0 HR/MO; 0 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-11 |
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