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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 | 2022-05-24 |
| NV | RA | APPROVED | 2022-05-20 |
Branch Locations
6900 S Mccarran Blvd Ste 1030, Reno, NV 89509 • United States
2 disclosure categories 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 | Reno | NV | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Reno | NV | 11/2016 | 05/2022 |
| Wells Fargo Advisors Financial Network, Llc | Reno | NV | 05/2022 | Present |
BASELINE COMMERCIAL NC, LLC, INVESTMENT RELATED. INCLINE VILLAGE, NV, 7.5% OWNERSHIP, START 10/10/2013. 0 HRS PER MONTH. REAL ESTATE LIMITED PARTNERSHIP.; MCMILLAN HOUSE LLC, INV RELATED, INCLINE VILLAGE, NV, 18.75% OWNERSHIP, START 10/10/1989, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS PERSONAL USE VACATION HOME.; ICONIC WEALTH ADVISORY GROUP LLC, INV RELATED, RENO, NV, 100% OWNERSHIP, START 12/29/2021, 160 HOURS PER MONTH, 7 HOURS DURING TRADING, FINET PRACTICE.; ASCENDT CAPITAL LLC, INV RELATED, RENO, NV, 100% OWNERSHIP, START 12/29/2021, 160 HOURS PER MONTH, 7 HOURS DURING TRADING, FINET PRACTICE.; CO-TRUSTEE FOR MOTHER'S TRUST, INV RELATED, RENO, NV, START: 5/24/2022, 1 HR/MONTH, 1 HR DURING TRADING.; TRUSTEE FOR FATHER-IN-LAW'S TRUST, INV RELATED, RENO, NV, START: 6/1/2022, 1 HR/MONTH, 0 HRS DURING TRADING.; CO-TRUSTEE FOR PARENT'S TRUST, INV RELATED, RENO, NV, START: 10/23/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING.; COMMERCIAL RENTAL PROPERTY; INV RELATED; RENO, NV; 0% OWNERSHIP; START 04/01/ 2024, 1 HOUR PER MONTH; 0 HOURS DURING TRADING; MANGER; COMMERCIAL RENTAL PROPERTY; INV RELATED; RENO, NV; 0% OWNERSHIP; START 04/01/ 2024, 1 HOUR PER MONTH; 0 HOURS DURING TRADING; MANGER; ARMANKO PROPERTIES LLC; INV RELATED; RENO, NV; 0% OWNERSHIP; START 04/01/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; MANAGER OF FAMILY REAL ESTATE BUSINESS.; 49163 MACCELE ROAD LLC; INV RELATED; RENO, NV; 100% OWNERHIP WITH SPOUSE; START 07/10/2024; 1 HOU PE RMONTH; 1 HOUR DURING TRADING; HOLDS REAL ESTATE.; RENTAL PROPERTY, INV RELATED, MORONGO VALLEY, CA, 100% OWNERSHIP, START: 12/02/2024, 5 HOURS A MONTH, 1 HOUR DURING TRADING, SHORT TERM RESIDENTIAL RENTAL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1981-10-29 |
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