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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2008-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Germantown | TN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Germantown | TN | 11/2016 | Present |
TRUSTEE FOR AUNT; INV. RELATED; KNOXVILLE, TN; 1 HR PER MONTH; 1 HR DURING TRADING. CO-TRUSTEE FOR FAMILY FRIEND; INV. RELATED; COLLIERVILLE, TN; START DATE MAY 24 2002.CO-TRUSTEE FOR FAMILY FRIEND; INV. RELATED; MEMPHIS, TN; START DATE MAY 16 2002. CO-TRUSTEE FOR FAMILY FRIEND; INV. RELATED; MEMPHIS, TN; START DATE MAY 8 2001. TRUSTEE FOR MOTHERINLAW; INV. RELATED; MEMPHIS, TN; START DATE APRIL 2009; 1 HR PER MONTH DURING TRADING HOURS. DESTIN BEACH CLUB CONDO OWNERS ASSOCIATION, NOT INV RELATED, DESTIN, FL., PRESIDENT & BOARD MEMBER, START: 5/1/16, 2 HOURS/MONTH, 0 DURING TRADING, FACILITATE AND PARTICIPATE IN MEETINGS REGARDING BUILDING, PROPERTY MAINTENANCE. E&G PROPERTIES; INV RELATED; DESTIN, FL; FAMILY CONDO; 1/3 OWNERSHIP WITH SPOUSE; START 3/1987; 0 HOURS PER MONTH, 0 DURING TRADING; MAINTAIN ACCOUNT. EXECUTOR FOR MOTHER-IN-LAW'S ESTATE; INV. RELATED; TN; START DATE 9/2022.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-12-30 |
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