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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2025-05-16 |
Branch Locations
900 Nw 139Th St Parkway [Satellite}, Edmond, OK 73013 • United States
434 N. Loop 1604 West Suite 2203, San Antonio , TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Edmond | OK | 10/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Edmond | OK | 11/2016 | 09/2018 |
| Venturi Wealth Management, Llc | Oklahoma City | OK | 09/2018 | 05/2025 |
| Wells Fargo Advisors Financial Network, Llc | San Antonio | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-23 |
| S66 | Uniform Combined State Law Examination | 2009-04-07 |
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