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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 | 2005-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Temple | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Temple | TX | 11/2016 | Present |
1. UNIVERSITY OF MARY HARDIN BAYLOR, NOT INVESTMENT RELATED, BELTON TX, EDUCATION, ADJUNCT PROFESSOR, 8/2006, 3 HOURS/WEEK, INSTRUCTOR FOR SENIOR LEVEL FINANCE DEGREE STUDENTS- FUNDAMENTALS OF INVESTING. 2. EAGLE 6 RANCH, INVESTMENT RELATED, TEMPLE TX, CATTLE RANCH, OWNER, 1/2004, NOT DURING BUSINESS HOURS, LIVESTOCK PRODUCTION. 3. TRUSTEE OF TWO TRUSTS ESTABLISHED BY A LONG-TIME FAMILY FRIEND; INVESTMENT RELATED; TEMPLE, TX; TRUSTEE; START DATE = 10/12/10; APPROXIMATELY ONE HOUR DEVOTED PER MONTH DURING TRADING HOURS. 4. SABER27 LLC; NOT INVESTMENT RELATED; TEMPLE, TX; LAND DEVELOPMENT; START 10/2011; 20 HRS PER MONTH; 0 HRS DURING TRADING. 5. BLACKHAWK 6 RANCH LLC; INVESTMENT RELATED; TEMPLE, TX; RANCH OPERATIONS / LAND DEVELOPMENT; OWNER; START 8/2004; 20 HRS PER MONTH; 0 HRS DURING TRADING. 6. EAGLE 6 RANCH, INVESTMENT RELATED, TEMPLE TX, CATTLE RANCH, 100% OWNERSHIP WITH SPOUSE, START 9/1/2019, 15 HOURS PER MONTH, ZERO DURING TRADING, CATTLE SALES AT AUCTION 2ND LOCATION. 7. SABRE 27 CAPITAL LP, INVT RELATED, TEMPLE TX, 100% OWNERSHIP, START DATE 9/20/2021, 10 HRS PER MONTH, 0 HRS DURING TRADING, OWNER AND MANAGER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-21 |
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