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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2023-03-20 |
| TX | RA | APPROVED | 2023-03-20 |
Branch Locations
600 University Park Place Suite 130 & 175, Homewood, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Birmingham | AL | 07/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | AL | 11/2016 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Homewood | AL | 03/2023 | Present |
WOLF CREEK RANCH SKI LODGE LLC, NOT INV RELATED, SOUTH FORK, CO, 100% OWNERSHIP WITH SPOUSE, START 06/01/1982, 4 HRS PER MONTH, 0 HOUR DURING TRADING, OVERSEE/MANAGE LODGE. CABIN RENTAL, INVT RELATED, SOUTH FORK, CO, 100% OWNERSHIP, START DATE 12/1/2020, 5 HRS PER MONTH, 0 HRS DURING TRADING, OWNER MANAGING MEMBER. PERITUS WEALTH MANAGEMENT, LLC, INVT RELATED, 44.88% OWNERSHIP, START DATE 9/1/2022, 173.33 HRS PER MONTH, 6.5 HRS DURING TRADING, FINET PRACTICE. PERITUS HOLDINGS, LLC, INVT RELATED, 44.88% OWNERSHIP, START DATE 1/1/2023, 173.33 HRS PER MONTH, 6.5 HRS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-16 |
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