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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 | 2025-07-25 |
| TX | RA | APPROVED_RES | 2025-07-24 |
Branch Locations
2385 Nw Executive Center Dr Ste 260 [Satellite], Boca Raton, FL 33431 • United States
19 Center St, Chatham, NJ 07928 • 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 | 03/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 11/2016 | 07/2025 |
| Wells Fargo Advisors Financial Network, Llc | Boca Raton | FL | 07/2025 | Present |
DUFFEY WEALTH MANAGEMENT, LLC; INV RELATED; BOCA RATON, FL; 100% OWNERSHIP; 07/2025; 150 HOURS PER MONTH; 150 HOURS DURING TRADING; LLC ESTABLISHED FOR FINET PRACTICE | NEW FLORESTA NOME OWNERS ASSOCIATION; NOT INV RELATED; BOCA RATON, FL; HOA; BOARD MEMBER; START DATE: 03/27/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-10 |
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