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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2025-12-08 |
| TX | RA | APPROVED_RES | 2025-12-05 |
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 | Missoula | MT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Missoula | MT | 11/2016 | 12/2025 |
| Wells Fargo Advisors Financial Network, Llc | Missoula | MT | 12/2025 | Present |
ROYAN SAND CREEK RANCH LLC; INVESTMENT RELATED; FROID, MT; RANCHING AND REAL ESTATE; CO-OWNER; START 1/2010; 5 HRS MONTH; 0 HRS DURING TRADING. ROYALTY PAYMENT FOR MINERAL RIGHTS IN EASTERN MONTANA; INV RELATED; MONTANA; START 1/1997; 0 HRS PER MONTH. MISSOULA COUNTY FIVE VALLEYS PACHYDERM CLUB; NOT INV RELATED; MISSOULA, MT; PRESIDENT; START 1/2020; 8 HRS PER MONTH; 0 HRS DURING TRADING; DISCUSS CURRENT POLITICAL EVENTS; INTRODUCE INVITED SPEAKERS. LEASING MINERAL RIGHTS TO KRAEMER MINING & MATERIALS, INC.; INV RELATED; BURNSVILLE, MN; 25% OWNERSHIP; START 10/1/2019; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; NO DUTIES. STORYFUL, NOT INV RELATED, NEW YORK, NY, VIDEO PRODUCTION, START 12/15/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, PAYMENT FOR VIDEO FOOTAGE OF DEER. | PERSONAL REPRESENTATIVE FOR SISTER'S ESTATE; INV RELATED; MISSOULA, MT; PERSONAL REPRESENTATIVE; 06/2025; 4 HOURS PER MONTH; 0 DURING TRADING; ACT AS PERSONAL REPRESENTATIVE FOR SISTER'S ESTATE ROYANWEALTHMANAGEMENT, LLC ; INV RELATED; MISSOULA, MT; 100% OWNERSHIP; START DATE: 12/04/2025; 8 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-26 |
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