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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 |
|---|---|---|---|
| AR | RA | APPROVED | 2022-04-21 |
| TX | RA | APPROVED | 2022-04-21 |
Branch Locations
2103 Judson Rd Suite B, Longview, TX 75605 • United States
202 East 11Th Ave [Satellite], Pine Bluff, AR 71601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Pine Bluff | AR | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pine Bluff | AR | 11/2016 | 04/2022 |
| Wells Fargo Advisors Financial Network, Llc | Pine Bluff | AR | 04/2022 | Present |
JEFFERSON REGIONAL MEDICAL CENTER, INV RELATED, PINE BLUFF, AR, INVESTMENT COMMITTEE MEMBER, START 10/13/2010, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, 0; DISCUSSING INVESTMENT PORTFOLIO PERFORMANCE. MOONLIGHT BAY PROPERTY ASSOCIATION, NOT INV RELATED, HOT SPRINGS, AR, BOARD MEMBER, START 5/28/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, DISCUSS ISSUES AND CHANGES TO THE OPERATION STRUCTURE OF THE ORGANIZATION. CASH WEALTH MANAGEMENT LLC, INV RELATED, PINE BLUFF, AR, 100% OWNERSHIP, START 1/19/2022, 2 HOURS PER MONTH, 2 HOURS DURING TRADING, FINET PRACTICE. TWIN LAKES TENNIS, NOT INVT RELATED, MOUNTAIN HOME, AR, 50% OWNERSHIP, START DATE 5/1/2023, 5 HRS PER MONTH, 2 HRS DURING TRADING, PARTIAL OWNER OF TENNIS MEMBERSHIP FACILITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-19 |
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