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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 | 2013-10-14 |
| VA | RA | APPROVED | 2013-09-30 |
Branch Locations
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 Llc | Georgetown | TX | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Georgetown | TX | 11/2016 | Present |
COMMERCIAL RENTAL PROPERTY; INVESTMENT-RELATED; GEORGETOWN, TX; 100% OWNERSHIP WITH SPOUSE; START 2011; ZERO HOURS DEVOTED DURING THE MONTH; LEASING OF SPACE IN A COMMERCIAL BUILDING. - COMMERCIAL RENTAL PROPERTY; INVESTMENT-RELATED; GEORGETOWN, TX; 100% OWNERSHIP WITH SPOUSE; START 1998; NO TIME DEVOTED DURING THE MONTH; OCCASIONAL LEASING OF SPACE IN A COMMERCIAL BUILDING. RENTAL PROPERTY - INVESTMENT RELATED, GARRISON, TX, 100% OWNED WITH FAMILY. START: 1999. 1 HR PER MONTH/0 DURING TRADING. DUTIES: COLLECT RENT, MANAGE PROPERTY. CHESAPEAKE ENERGY; NOT INVESTMENT RELATED; FORT WORTH, TEXAS; ROYALTY CHECKS FOR MINERAL ROYALTIES. OMNIMEX PETROLEUM; NOT INVESTMENT RELATED; FORT WORTH, TEXAS; ROYALTY CHECKS FOR MINERAL ROYALTIES. AGP OIL LLC; NOT INVESTMENT RELATED; FORT WORTH, TEXAS; ROYALTY CHECKS FOR MINERAL ROYALTIES. CO-TRUSTEE FOR SPOUSE; INVESTMENT RELATED; GEORGETOWN, TX; START DATE 8/2004; 2 HRS PER MONTH. BP AMERICA PRODUCTION COMPANY; NOT INV. RELATED; NAPERVILLE, IL; OIL AND GAS ROYALTIES; START DATE 3/16/2018; 0 HRS PER MONTH; 0 HRS DURING TRADING. XTO ENTERY INC.; NOT INV. RELATED; FORT WORTH, TX; ROYALTIES; START DATE 6/2018; 0 HRS PER MONTH. WEATHERLY OPERATING, LLC, (FORMERLY SND) INV. RELATED, DALLAS, TX: START 10/1/18, ROYALTY CHECKS FOR MINERAL RIGHTS. EAGLE VALLEY DEVELOPMENT LLC; NOT INVESTMENT RELATED; AUSTIN, TEXAS; OIL AND GAS ROYALTIES; START DATE 7/30/2019; RECEIVE ROYALTY CHECKS. WANAMAKER FAMILY FARM, INV RELATED, CENTER, TX, 100% OWNERSHIP BY TRUST, START 11/4/2014, ZERO HOURS PER MONTH, ZERO DURING TRADING, SPORADIC TIMBER SALES ON FAMILY LAND.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-06 |
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