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9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240 • 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 Financial Network, Llc | Tyler | TX | 10/2011 | Present |
STATE OF TEXAS CPA LICENSE; NOT INVESTMENT RELATED; TYLER, TX; 0 HRS PER MONTH. TYLER TCM INVESTMENTS DBA TRINITY CAPITAL MANAGEMENT; INV RELATED; TYLER, TX; 33.33% OWNERSHIP; START 10/1/2011; NUMBER OF HOURS PER MONTH 120; NUMBER OF HOURS DURING TRADING 120; FINET PRACTICE. TRUSTEE FOR FINET PRACTICE 401K PLAN; INV. RELATED; TYLER, TX; START 1/2012; 1 HR PER MONTH; 0 HRS DURING; TRADING. TRINITY CAPITAL MANAGEMENT LLC, INVT RELATED, TYLER, TX, 25% OWNERSHIP, START 1/1/2012, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-26 |
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