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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 | 2026-03-16 |
Branch Locations
245 Commerce Green Ste 200, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Houston | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2016 | 03/2026 |
| Wells Fargo Advisors Financial Network, Llc | Sugarland | TX | 03/2026 | Present |
FAMILY FARMLAND, INV RELATED, HAMILTON, IL, 25% OWNERSHIP, START 1/1/2017, 0 HOURS, NO DUTIES. RENTAL PROPERTY; INV RELATED; TOMBALL, TX; 100% OWNERSHIP WITH SPOUSE; START DATE 5/15/2024; 0 HOURS PER MONTH; 0 DURING TRADING; OWNER. AVE MARIA VENTURES LLC; INV RELATED; SUGAR LAND, TX; 100% OWNERSHIP WITH SPOUSE; START DATE 3/14/2016; 1 HOUR PER MONTH; 0 DURING TRADING; HOLD RENTAL PROPERTY. | POWER OF ATTORNEY FOR SPOUSE; INV RELATED; TOMBALL, TX; POA; 03/2025; 1 HOUR PER MONTH; 0 DURING TRADING; POA | TRINITY WEALTH, LLC ; INV RELATED; SUGAR LAND, TX; FINET PRACTISE ;80% OWNERSHIP; -; START DATE: 09/01/2025; 40 HRS PER MONTH; 0 HRS DURING TRADING;| HOUSTON BUSINESS NETWORK; NOT INV RELATED; KATY,TX; BREAKFAST CLUB; PRESIDENT; START DATE: 01/1/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-04 |
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