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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 | 2023-06-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Longview | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Longview | TX | 11/2016 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Longview | TX | 06/2023 | Present |
WILLETT PRIVATE CAPTIAL LLC, INV RELATED, LONGVIEW, TX, 100% OWNERSHIP, START 5/10/2023, 160 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE.| PS2911, LLC; INV RELATED; LONGVIEW, TX; REAL ESTATE; 10% OWNERSHIP; START DATE 01/10/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING| COMMERCIAL PROPERTY; INV RELATED; LONGVIEW, TX; WEALTH MANAGEMENT PRACTICE; 10% OWNERSHIP; START DATE 02/01/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-12 |
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