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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 | 2022-05-20 |
| TX | RA | APPROVED_RES | 2008-12-09 |
| ME | RA | APPROVED | 2002-06-17 |
Branch Locations
255 S County Rd 2Nd Fl, Palm Beach, FL 33480 • United States
Delray Beach, FL • United States
1 Portland Square Ste 6A, Portland, ME 04101 • 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 | Portland | ME | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | ME | 11/2016 | Present |
CO-TRUSTEE FOR MOTHER; INV. RELATED; PORTLAND, ME; START 3/2019; 2 HRS PER MONTH; 1 HR DURING TRADING. POWER OF ATTORNEY FOR MOTHER; INV. RELATED; PORTLAND, ME; START 8/2019; 2 HRS PER MONTH; 0 HRS DURING TRADING. TRUSTEE OF TRUST FBO COUSIN; INV. RELATED; SCRABOROUGH, ME; START 11/2018; 2 HRS PER MONTH; 2 HRS DURING TRADING. PERSONAL REPRESENTATIVE; INV. RELATED; DELRAY BEACH, FL; START 8/2022; 0 HRS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-06-19 |
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