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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2011-06-03 |
| TX | RA | APPROVED_RES | 2011-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Tulsa | OK | 06/2011 | Present |
POA FOR MOTHER, INV RELATED, TULSA, OK, START: 7/2013, 4 HOURS PER MONTH/1 DURING TRADING. PORT PARTNERSHIP 1 LLP; INV RELATED; CATOOSA, OK; 7% OWNERSHIP IN SPOUSE'S TRUST; 1/2017; 0 HR/MO; 0 DURING TRADING. CO-TRUSTEE FOR EAGLETON BROWN INVESTMENT GROUP, LLC 401K; INV RELATED; TULSA, OK; START: 6/24/11; 1 HR/MO; 1 DURING TRADING.; CO-TRUSTEE FOR THE EAGLETON BROWN INVESTMENT GROUP 401K, INV RELATED, TULSA, OH, START: 5/7/2019, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE. EB COLUMBIA, LLC, INVT RELATED, TULSA, OK, 20% OWNERSHIP, START DATE 3/25/2021, 3 HRS PER MONTH, 0 HRS DURING TRADING, LLC TO HOUSE BUILDING FOR FINET PRACTICE. FIRST PRESBYTERIAN CHURCH OF TULSA, INVT RELATED, TULSA, OK, FINANCE COMMITTEE, START DATE 7/1/2022, 3 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, REVIEWING THE CHURCH'S FINANCIAL SUMMARY OF MONTHLY FINANCE STATEMENTS THAT ARE PREPARED BY CFO.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-06-02 |
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