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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2026-08-12 |
| AZ | RA | APPROVED | 2019-10-03 |
| TX | RA | APPROVED | 2019-10-03 |
Branch Locations
6991 E Camelback Rd Ste D200, Scottsdale, AZ 85251 • United States
Bend, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Scottsdale | AZ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 11/2016 | 10/2019 |
| Wells Fargo Advisors Financial Network, Llc | Scottsdale | AZ | 10/2019 | Present |
TRUSTEE FOR CHILDREN'S TRUST; INV RELATED; SCOTTSDALE, AZ; START DATE 6/2009; 1 HR PER MONTH; 1 HR DURING TRADING. 867 CRESTLINE LLC; INV RELATED; SCOTTSDALE, AZ; OWNER; INACTIVE; INTENT TO HOLD REAL ESTATE; START: 10/18/16; 1 HR/MO; 0 DURING TRADING. CAPITALHUB, LLC, INVT RELATED, SCOTTSDALE, AZ, 50% OWNERSHIP, START DATE 8/12/2019, 40 HRS PER MONTH, 40 HRS DURING TRADING, FINET PRACTICE. EDGE OF TIME INC, INVT RELATED, SCOTTSDALE, AZ, 100% OWNERSHIP, START DATE 8/9/2019, 40 HRS PER MONTH, 30 HRS DURING TRADING, FINET PRACTICE. 867 CRESTLINE, LLC, INVT RELATED, SCOTTSDALE, AZ, 100% OWNERSHIP, START DATE 1/1/2007, 0 HRS PER MONTH, 0 HRS DURING TRADING, LLC FOR RENTAL PROPERTIES.; TRUSTEE FOR PARENT'S TRUST, INV RELATED, SCOTTSDALE, AZ, START: 2/1/2022, 1 HR/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-01 |
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