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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2017-08-11 |
| TX | RA | APPROVED | 2017-08-11 |
Branch Locations
805 West Bayou Pines Dr, Lake Charles, LA 70601 • United States
Lake Charles, LA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lake Charles | LA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lake Charles | LA | 11/2016 | 08/2017 |
| Wells Fargo Advisors Financial Network, Llc | Lake Charles | LA | 08/2017 | Present |
POWER OF ATTORNEY FOR DAUGHTER, INV RELATED, LAKE CHARLES, LA, START: 6/18/2018, 1 HR/MONTH, 1 HR DURING TRADING.; JONES-PRICE WEALTH MANAGEMENT, LLC, INV RELATED, LAKE CHARLES, LA, 63% OWNERSHIP, START: 8/8/2017, 5 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE LLC.; POWER OF ATTORNEY FOR SPOUSE, INV RELATED, LAKE CHARLES, LA, START: 6/20/2019, 2 HRS/MONTH, 1 HR DURING TRADING.; TRUSTEE FOR THE JONES-PRICE WEALTH MANAGEMENT 401K, INV RELATED, LAKE CHARLES, LA, START: 5/14/2018, 2 HRS/MONTH, 2 HRS DURING TRADING, FINET PRACTICE 401K.H D JONES FAMILY, LLC, INVT RELATED, LAKE CHARLES, LA, 100% OWNERSHIP WITH SPOUSE, START DATE 3/22/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, FAMILY PROPERTIES AND ESTATE PLANNING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-12 |
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