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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2020-05-12 |
| TX | RA | APPROVED | 2019-05-28 |
Branch Locations
24 Smith Rd Ste 275, Midland, TX 79705 • United States
Marquette, MI • United States
2 disclosure categories 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 | Midland | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Midland | TX | 11/2016 | 05/2019 |
| Wells Fargo Advisors Financial Network, Llc | Midland | TX | 05/2019 | Present |
SONSE SECURITIES ADVISORS LLC, INV RELATED, MIDLAND, TX, 100% OWNERSHIP, START 8/20/2018, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, MANAGING MEMBER OF FINET PRACTICE. SONSE WEALTH MANAGEMENT, LLC, INV. RELATED, MIDLAND, TX, 100% OWNERSHIP, START DATE 5/24/2019, 160 HRS PER MONTH, 6 HRS DURING TRADING PERSONAL RESIDENCE OIL LEASE TO MIDLAND PETRO DC PARTNERS, INV RELATED, MIDLAND, TX, START: 2/21/2017, RECEIVE 20% OF PROFITS FROM OIL AND GAS DRILLING ON PERSONAL PROPERTY, 0 HOURS, NO DUTIES. TRUSTEE FOR SONSE WEALTH MANAGEMENT PSP FBO SELF AND ASSOCIATE, INVT RELATED, MIDLAND, TX, FINET PRACTICE PSP, START DATE 1/2020, 1 HR PER MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR SONSE WEALTH MANAGEMENT 401K, INV RELATED, MIDLAND, TX, START: 1/1/2020, 0 HRS/MONTH, 0 HRS DURING TRADING.; SONSE WEALTH MANAGEMENT LP, INV RELATED, MIDLAND, TX, 93% OWNERSHIP, START: 6/1/2019, 200 HRS/MONTH, 200 HRS DURING TRADING, FINET PRACTICE LP. ESTATE OF GWENDOLYN A. MACLEOD; NOT INV RELATED; GRAND JUNCTION, CO; EXECUTOR OF MOTHER'S ESTATE;SIBLING/STEP-SIBLING/IN-LAW; EXECUTOR/CO-EXECUTOR/PERSONAL REPRESENTATIVE; START DATE: 02/10/2026; 5 HRS PER MONTH; 5 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-10 |
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