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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 | 2008-01-01 |
Branch Locations
17 Cowboys Way Ste 500, Frisco, TX 75034 • United States
Richardson, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Plano | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Plano | TX | 11/2016 | Present |
BKV NORTH TX LLC, INV RELATED, DENVER, CO, INHERITED LESS THAN 1% ROYALTIES, START 12/08/2022, 0 HRS/MONTH, 0 HRS DURING TRADING. POWER OF ATTORNEY FOR FAMILY; INV RELATED; FRISCO,TX; ASSISTANCE WITH FINANCES; POA; START DATE: 11/25/2025; 4 HRS PER MONTH; 4 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-03 |
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