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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2023-10-06 |
| FL | RA | APPROVED | 2023-10-06 |
| TX | RA | APPROVED_RES | 2023-10-04 |
Branch Locations
1800 N Military Trail Suite 210 2Nd Floor, Boca Raton, FL 33431 • 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 | Boca Raton | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 11/2016 | 10/2023 |
| Wells Fargo Advisors Financial Network, Llc | Boca Raton | FL | 10/2023 | Present |
JLB PRIVATE WEALTH, INVT RELATED, BOCA RATON, FL, 100% OWNERSHIP, START DATE 4/17/2023, 5 HRS PER MONTH, 0 HRS DURING TRADING, TRANSITIONING TO FINET. EAGLE OAK WEALTH PARTNERS, LLC ; INV RELATED; BOCA RATON, FL; FINET PRACTICE;50% OWNERSHIP; START DATE: 01/27/2025; 160 HRS PER MONTH; 160 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-08 |
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