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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 | 1998-05-11 |
Branch Locations
5858 New Copeland Rd [Profit Formula], Tyler, TX 75703 • 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 | Tyler | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tyler | TX | 11/2016 | Present |
841 INTERESTS LLC, INV RELATED, TYLER, TX, 100% OWNERSHIP, START 6/1/2012, 3 HOURS PER MONTH, ZERO DURING TRADING, BUILDING RENTAL.; TRUSTEE FOR AUNT'S TESTAMENTARY TRUST, INV RELATED, TYLER, TX, START: 10/2013, 1 HOUR PER MONTH/0 DURING TRADING.; TRUSTEE FOR FATHER'S TESTAMENTARY TRUST, INV RELATED, TYLER, TX, START: 3/2013, 1 HOUR PER MONTH/0 DURING TRADING.; EXECUTOR FOR PARENT, INV RELATED, TYLER, TX, START; 3/22/2019, 25 HRS/MONTH, 10 HRS DURING TRADING.; EXECUTOR FOR AUNT, INV RELATED, TYLER, TX, START: 11/01/2011, 1 HR/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1982-04-02 |
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