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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2013-03-01 |
| TX | RA | APPROVED_RES | 2013-03-01 |
Branch Locations
28100 Us 19 North Ste 500, Clearwater, FL 33761 • 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 | Clearwater | FL | 02/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Clearwater | FL | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, CLEARWATER, FL, 100% OWNED WITH SPOUSE, START 10/20/2016, 0 HOURS, NO DUTIES. RENTAL PROPERTY, INV RELATED, BELLEAIR, FL, 100% OWNED WITH SPOUSE, START 11/1/2016, 0 HOURS, NO DUTIES. REKSMAD BWT, LLC, INVT RELATED, NANTUCKET, MA, 100% OWNERSHIP WITH SPOUSE, START 12/4/2019, 4 HRS PER MONTH, 0 HRS DURING TRADING, MANAGE AND OWN RENTAL PROPERTY. MORTON PLANT MEASE HEAL CARE, INVT RELATED, CLEARWATER, FL, BOARD MEMBER/TREASURER/FINANCE CHAIR, START DATE 1/23/2024, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, HEARING ALL CHAIRS PRESENT, COMMUNITY INPUT, REVIEWING ONGOING EXPANSION OR CONSOLIDATION WITHIN THE HOSPITAL SYSTEM, FUNDRAISING, CHARITY EVENTS, AND ADVOCATING FOR THE HEALTH CARE SYSTEM IN THE COMMUNITY, DISCUSSING FUNDS AVAILABLE & QUESTIONING IF ALL AVENUES/ALTERNATIVES HAVE BEST RESULTS FOR PROJECTS. MORTON PLANT MEASE HEALTH CARE ; NOT INV RELATED; CLEAWATER,FL; MORTON HEALTH CARE ; SECRETARY; START DATE: 02/10/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-03 |
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