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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 | 2003-07-01 |
| TX | RA | APPROVED_RES | 2003-07-01 |
Branch Locations
211 N Robinson Ave Ste N1600 One Leadership Square, Oklahoma City, OK 73102 • United States
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 | Oklahoma City | OK | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oklahoma City | OK | 11/2016 | Present |
TRUSTEE FOR FATHER; INVESTMENT RELATED; OKLAHOMA CITY, OK; START DATE 10/2009; 1 HR MONTH.; TOWN OF LAKE ALUMA; NOT INV. RELATED; OKLAHOMA CITY; OK; TRUSTEE; 04/01/2025; 2 HOURS PER MONTH; 0 DURING TRADING; ENACTING AND ENFORCING CODES, BUILDING PERMITS, ROAD MAINTENANCE, AND TAX REGULATIONS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-16 |
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