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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2026-08-13 |
| FL | RA | APPROVED | 2026-05-18 |
| GA | RA | APPROVED | 2020-10-28 |
Branch Locations
Santa Rosa Beach, FL • United States
Emigrant, MT • United States
4353 Tilly Mill Rd Suite 225, Atlanta, GA 30360 • 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 | Atlanta | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | 10/2020 |
| Wells Fargo Advisors Financial Network, Llc | Atlanta | GA | 10/2020 | Present |
RENTAL PROPERTY, INV RELATED, SUCHES, GA, 100% OWNERSHIP, START 12/19/2013, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, LANDLORD. RENTAL PROPERTY VIA AIRBNB, INV RELATED, EAST DORSET, VT, 100% OWNERSHIP, START 4/16/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, LANDLORD. ROWLAND HAZARD HOLDINGS LLC; INV RELATED, ATLANTA, GA, 50% OWNERSHIP, START 4/1/2020, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. CROSSROADS WEALTH MANAGEMENT GROUP LLC, INV RELATED, ATLANTA, GA, 50% OWNERSHIP, START 10/5/2020, 40 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE. ANDERSEN FINANCIAL SERVICE INC, INV RELATED, ATLANTA, GA, 100% OWNERSHIP, START 9/8/2020, ZERO HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. RENTAL PROPERTY; INV. RELATED; CONYERS,GA; 100% OWNERSHIP; START DATE 06/10/2021; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. FARM RETREATS, LLC; NOT INV. RELATED; NORCROSS,GA; 100% OWNERSHIP; START DATE 11/23/2021; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; FARM. MONTANA SOCIETY, LLC; NOT INV. RELATED; EMIGRANT,MT; 100% OWNERSHIP; START DATE 10/1/2021; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; TELEVISION SHOW. RENTAL PROPERTY; INV. RELATED; SANTA ROSA BEACH,FL; 100% OWNERSHIP; START DATE 10/2/2021; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. JWA PROPERTIES, LLC; NOT INV. RELATED; SANTA ROSA BEACH,FL; 100% OWNERSHIP; START DATE 09/18/2018; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY; INV. RELATED; SANTA ROSA BEACH,FL; 100% OWNERSHIP; START DATE 09/18/2018; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY, INVT RELATED, BONDVILLE, VT, 100% OWNERSHIP, START DATE 12/1/2020, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. ANDERSEN FINANCIAL SERVICES, LLC / MT, INVT RELATED, EMIGRANT MT, 100% OWNERSHIP, START DATE 4/18/2023, 20-80 HRS PER MONTH AND AS NEEDED DURING TRADING, FOR FINET . RENTAL PROPERTY - ARCTURUS; INV RELATED;EMIGRANT,MT; RENTAL;100% OWNERSHIP; START DATE: 05/01/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING; THE BUNKER OF PARADISE LLC ; INV RELATED;EMIGRANT,MT; RENTAL;100% OWNERSHIP; START DATE: 05/01/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING; MONTANA BUNKER - BUNK LLC ; INV RELATED;EMIGRANT,MT; RENTAL HOME/PROPERTY;100% OWNERSHIP; START DATE: 04/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-06 |
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