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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 | 2026-07-30 |
Branch Locations
5311 Weslayan St, Houston, TX 77005 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Meridian | ID | 07/2010 | 09/2024 |
| Wells Fargo Advisors Llc | Meridian | ID | 07/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Meridian | ID | 11/2016 | 09/2024 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 07/2026 | Present |
| Wells Fargo Bank, Na | Houston | TX | 06/2026 | Present |
| Westmark Credit Union | Ammon | ID | 09/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-22 |
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